Ratio Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $19.3M | Buy |
331,863
+15,710
| +5% | +$912K | 3.59% | 12 |
|
|
2023
Q4 | $17M | Buy |
316,153
+2,418
| +0.8% | +$130K | 3.68% | 11 |
|
|
2023
Q3 | $15.5M | Buy |
313,735
+6,821
| +2% | +$338K | 3.89% | 10 |
|
|
2023
Q2 | $15.8M | Buy |
+306,914
| New | +$15.8M | 3.91% | 10 |
|
|
2022
Q4 | $14.6M | Buy |
292,834
+63,392
| +28% | +$3.17M | 4.16% | 10 |
|
|
2022
Q3 | $10.2M | Buy |
+229,442
| New | +$10.2M | 3.32% | 14 |
|