Premier Path 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 | $11.1M | Buy |
173,364
+5,528
| +3% | +$353K | 1.54% | 9 |
|
|
2025
Q1 | $10.4M | Buy |
167,836
+3,328
| +2% | +$206K | 1.61% | 8 |
|
|
2024
Q4 | $10.1M | Buy |
164,508
+5,759
| +4% | +$353K | 1.54% | 9 |
|
|
2024
Q3 | $9.95M | Buy |
158,749
+667
| +0.4% | +$41.8K | 1.57% | 9 |
|
|
2024
Q2 | $9.11M | Buy |
158,082
+9,996
| +7% | +$576K | 1.55% | 9 |
|
|
2024
Q1 | $8.6M | Buy |
148,086
+23,609
| +19% | +$1.37M | 1.62% | 9 |
|
|
2023
Q4 | $6.79M | Buy |
+124,477
| New | +$6.79M | 1.5% | 9 |
|