PFA
Professional Financial 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 | $6.4M | Buy |
100,024
+4,243
| +4% | +$271K | 1.48% | 8 |
|
2025
Q1 | $5.92M | Buy |
95,781
+3,893
| +4% | +$241K | 1.5% | 10 |
|
2024
Q4 | $5.64M | Buy |
91,888
+36
| +0% | +$2.21K | 1.44% | 9 |
|
2024
Q3 | $5.76M | Buy |
91,852
+802
| +0.9% | +$50.3K | 1.49% | 8 |
|
2024
Q2 | $5.25M | Buy |
91,050
+2,675
| +3% | +$154K | 1.45% | 8 |
|
2024
Q1 | $5.13M | Buy |
88,375
+3,926
| +5% | +$228K | 1.47% | 8 |
|
2023
Q4 | $4.55M | Buy |
84,449
+886
| +1% | +$47.7K | 1.5% | 10 |
|
2023
Q3 | $4.14M | Buy |
83,563
+949
| +1% | +$47K | 1.87% | 9 |
|
2023
Q2 | $4.26M | Sell |
82,614
-64,797
| -44% | -$3.34M | 2.2% | 8 |
|
2023
Q1 | $7.87M | Buy |
147,411
+47,383
| +47% | +$2.53M | 4.65% | 4 |
|
2022
Q4 | $5M | Buy |
100,028
+3,374
| +3% | +$169K | 3.39% | 3 |
|
2022
Q3 | $4.3M | Sell |
96,654
-213
| -0.2% | -$9.47K | 2.65% | 6 |
|
2022
Q2 | $4.62M | Sell |
96,867
-50,544
| -34% | -$2.41M | 2.58% | 6 |
|
2022
Q1 | $7.87M | Sell |
147,411
-6,363
| -4% | -$340K | 3.4% | 5 |
|
2021
Q4 | $8.55M | Buy |
153,774
+32,271
| +27% | +$1.79M | 3.69% | 5 |
|
2021
Q3 | $6.1M | Buy |
121,503
+6,815
| +6% | +$342K | 3.5% | 4 |
|
2021
Q2 | $5.76M | Buy |
114,688
+5,854
| +5% | +$294K | 3.17% | 5 |
|
2021
Q1 | $5.25M | Buy |
108,834
+47,935
| +79% | +$2.31M | 3.26% | 6 |
|
2020
Q4 | $2.73M | Buy |
60,899
+4,654
| +8% | +$209K | 2.15% | 11 |
|
2020
Q3 | $2.19M | Buy |
56,245
+3,867
| +7% | +$151K | 2.04% | 11 |
|
2020
Q2 | $1.97M | Buy |
52,378
+7,838
| +18% | +$295K | 2.58% | 9 |
|
2020
Q1 | $1.62M | Sell |
44,540
-9,002
| -17% | -$327K | 2.93% | 9 |
|
2019
Q4 | $2.25M | Buy |
+53,542
| New | +$2.25M | 2.14% | 14 |
|