Omni 360 Wealth’s iShares Core Dividend Growth ETF DGRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Buy |
35,664
+282
| +0.8% | +$18K | 1.13% | 22 |
|
|
2025
Q1 | $2.19M | Buy |
35,382
+390
| +1% | +$24.1K | 1.28% | 18 |
|
|
2024
Q4 | $2.15M | Buy |
34,992
+4,235
| +14% | +$260K | 1.34% | 21 |
|
|
2024
Q3 | $1.93M | Buy |
30,757
+4,820
| +19% | +$302K | 1.26% | 22 |
|
|
2024
Q2 | $1.49M | Buy |
25,937
+4,788
| +23% | +$276K | 1.11% | 24 |
|
|
2024
Q1 | $1.23M | Sell |
21,149
-630
| -3% | -$36.6K | 1% | 26 |
|
|
2023
Q4 | $1.17M | Buy |
+21,779
| New | +$1.17M | 1.09% | 24 |
|