PWA
Physician Wealth Advisors’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 | $7.7M | Sell |
120,388
-2,552
| -2% | -$163K | 1.21% | 23 |
|
|
2025
Q1 | $7.6M | Sell |
122,940
-2,806
| -2% | -$173K | 1.31% | 20 |
|
|
2024
Q4 | $7.71M | Sell |
125,746
-584
| -0.5% | -$35.8K | 1.3% | 19 |
|
|
2024
Q3 | $8.01M | Sell |
126,330
-1,514
| -1% | -$96K | 1.45% | 17 |
|
|
2024
Q2 | $7.68M | Buy |
127,844
+147
| +0.1% | +$8.84K | 1.42% | 19 |
|
|
2024
Q1 | $7.05M | Sell |
127,697
-440
| -0.3% | -$24.3K | 1.48% | 18 |
|
|
2023
Q4 | $6.95M | Buy |
128,137
+763
| +0.6% | +$41.4K | 1.55% | 16 |
|
|
2023
Q3 | $6.29M | Sell |
127,374
-2,710
| -2% | -$134K | 1.62% | 17 |
|
|
2023
Q2 | $6.71M | Sell |
130,084
-3,218
| -2% | -$166K | 1.67% | 16 |
|
|
2023
Q1 | $6.79M | Sell |
133,302
-18,825
| -12% | -$959K | 1.78% | 16 |
|
|
2022
Q4 | $7.74M | Sell |
152,127
-6,288
| -4% | -$320K | 2.09% | 13 |
|
|
2022
Q3 | $7.4M | Buy |
158,415
+2,708
| +2% | +$126K | 2.27% | 9 |
|
|
2022
Q2 | $7.88M | Sell |
155,707
-5,845
| -4% | -$296K | 2.28% | 8 |
|
|
2022
Q1 | $8.46M | Sell |
161,552
-2,241
| -1% | -$117K | 2.25% | 8 |
|
|
2021
Q4 | $9.12M | Sell |
163,793
-7,123
| -4% | -$397K | 2.39% | 9 |
|
|
2021
Q3 | $8.9M | Sell |
170,916
-573
| -0.3% | -$29.8K | 2.45% | 9 |
|
|
2021
Q2 | $8.77M | Sell |
171,489
-2,225
| -1% | -$114K | 2.51% | 9 |
|
|
2021
Q1 | $8.54M | Buy |
173,714
+908
| +0.5% | +$44.6K | 2.78% | 7 |
|
|
2020
Q4 | $7.98M | Buy |
172,806
+21,043
| +14% | +$972K | 2.72% | 7 |
|
|
2020
Q3 | $6.01M | Buy |
151,763
+4,243
| +3% | +$168K | 2.41% | 9 |
|
|
2020
Q2 | $5.98M | Buy |
147,520
+4,468
| +3% | +$181K | 2.41% | 9 |
|
|
2020
Q1 | $4.99M | Buy |
143,052
+58,731
| +70% | +$2.05M | 2.49% | 7 |
|
|
2019
Q4 | $3.57M | Buy |
84,321
+182
| +0.2% | +$7.71K | 1.59% | 14 |
|
|
2019
Q3 | $3.46M | Buy |
+84,139
| New | +$3.46M | 1.69% | 12 |
|