Oxford Financial Group’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
2025
Q3
$995K Hold
2025
Q2
$935K Hold
2025
Q1
$903K Sell
2024
Q4
$954K Sell
2024
Q3
$1.01M Hold
2024
Q2
$932K Hold
2024
Q1
$940K Hold
2023
Q4
$871K Hold
2023
Q3
$802K Sell
2023
Q2
$893K Sell
2023
Q1
$943K Buy
2022
Q4
$876K Buy
2022
Q3
$763K Hold
2022
Q2
$818K Sell
2022
Q1
$1.13M Buy
2021
Q4
$243K Buy