ORG Wealth Partners’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	$720K	Hold	11,116	–	–	0.17%	82
2025 Q1	$685K	Sell	11,116 -1,201	-10%	-$74K	0.21%	88
2024 Q4	$756K	Sell	12,317 -1,001	-8%	-$61.4K	0.23%	37
2024 Q3	$835K	Buy	+13,318	New	+$835K	0.28%	31