Philip James Wealth Mangement’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 | $13.2M | Buy |
206,586
+2,504
| +1% | +$160K | 1.68% | 10 |
|
|
2025
Q1 | $12.6M | Sell |
204,082
-1,073
| -0.5% | -$66.3K | 1.53% | 11 |
|
|
2024
Q4 | $12.6M | Buy |
205,155
+3,567
| +2% | +$219K | 1.63% | 9 |
|
|
2024
Q3 | $12.6M | Buy |
201,588
+5,120
| +3% | +$321K | 1.55% | 11 |
|
|
2024
Q2 | $11.3M | Buy |
196,468
+14,093
| +8% | +$812K | 7.53% | 5 |
|
|
2024
Q1 | $10.6M | Buy |
182,375
+9,746
| +6% | +$566K | 7.5% | 5 |
|
|
2023
Q4 | $9.29M | Buy |
+172,629
| New | +$9.29M | 7.19% | 5 |
|