OP
ORG Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $856K | Buy |
13,359
+231
| +2% | +$14.8K | 0.18% | 116 |
|
2025
Q1 | $811K | Sell |
13,128
-62,209
| -83% | -$3.84M | 0.2% | 93 |
|
2024
Q4 | $4.62M | Sell |
75,337
-3,941
| -5% | -$242K | 0.63% | 37 |
|
2024
Q3 | $4.97M | Sell |
79,278
-18,079
| -19% | -$1.13M | 0.8% | 30 |
|
2024
Q2 | $5.6M | Buy |
+97,357
| New | +$5.6M | 0.7% | 32 |
|
2024
Q1 | – | Sell |
-96,569
| Closed | -$5.2M | – | 658 |
|
2023
Q4 | $5.2M | Buy |
96,569
+92,252
| +2,137% | +$4.97M | 0.87% | 30 |
|
2023
Q3 | $214K | Sell |
4,317
-101,806
| -96% | -$5.04M | 0.06% | 273 |
|
2023
Q2 | $5.48M | Sell |
106,123
-2,414
| -2% | -$125K | 0.89% | 21 |
|
2023
Q1 | $5.45M | Buy |
+108,537
| New | +$5.45M | 1.33% | 20 |
|