New Capital Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$986K Hold
2023
Q4
$914K Hold
2023
Q3
$841K Buy
2023
Q1
$1.51M Hold
2022
Q4
$1.51M Hold
2022
Q3
$1.34M Hold
2022
Q2
$1.46M Hold
2022
Q1
$1.61M Hold
2021
Q4
$1.68M Hold
2021
Q3
$1.54M Buy
2021
Q1
$1.46M Hold
2020
Q4
$1.35M Buy