Oxford Financial Group’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 | $935K | Hold |
14,621
| – | – | 0.06% | 86 |
|
|
2025
Q1 | $903K | Sell |
14,621
-930
| -6% | -$57.5K | 0.06% | 86 |
|
|
2024
Q4 | $954K | Sell |
15,551
-631
| -4% | -$38.7K | 0.06% | 98 |
|
|
2024
Q3 | $1.01M | Hold |
16,182
| – | – | 0.06% | 90 |
|
|
2024
Q2 | $932K | Hold |
16,182
| – | – | 0.06% | 96 |
|
|
2024
Q1 | $940K | Hold |
16,182
| – | – | 0.07% | 83 |
|
|
2023
Q4 | $871K | Hold |
16,182
| – | – | 0.06% | 91 |
|
|
2023
Q3 | $802K | Sell |
16,182
-1,149
| -7% | -$56.9K | 0.07% | 88 |
|
|
2023
Q2 | $893K | Sell |
17,331
-1,524
| -8% | -$78.5K | 0.08% | 80 |
|
|
2023
Q1 | $943K | Buy |
18,855
+1,339
| +8% | +$66.9K | 0.11% | 70 |
|
|
2022
Q4 | $876K | Buy |
17,516
+348
| +2% | +$17.4K | 0.1% | 76 |
|
|
2022
Q3 | $763K | Hold |
17,168
| – | – | 0.11% | 75 |
|
|
2022
Q2 | $818K | Sell |
17,168
-4,045
| -19% | -$193K | 0.12% | 76 |
|
|
2022
Q1 | $1.13M | Buy |
21,213
+16,832
| +384% | +$899K | 0.14% | 67 |
|
|
2021
Q4 | $243K | Buy |
+4,381
| New | +$243K | 0.03% | 179 |
|