RWP
Ridgecrest Wealth Partners’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 | $15.2M | Buy |
237,137
+3,589
| +2% | +$229K | 8% | 2 |
|
|
2025
Q1 | $14.4M | Buy |
233,548
+5,079
| +2% | +$314K | 7.56% | 2 |
|
|
2024
Q4 | $14M | Sell |
228,469
-34
| -0% | -$2.09K | 7.6% | 2 |
|
|
2024
Q3 | $14.3M | Sell |
228,503
-7,795
| -3% | -$489K | 7.47% | 2 |
|
|
2024
Q2 | $13.6M | Buy |
236,298
+4,150
| +2% | +$239K | 8.19% | 2 |
|
|
2024
Q1 | $13.5M | Sell |
232,148
-14,024
| -6% | -$814K | 8.02% | 2 |
|
|
2023
Q4 | $13.2M | Buy |
246,172
+4,988
| +2% | +$268K | 8.75% | 2 |
|
|
2023
Q3 | $11.9M | Buy |
241,184
+10,935
| +5% | +$542K | 8.38% | 2 |
|
|
2023
Q2 | $11.9M | Sell |
230,249
-457
| -0.2% | -$23.5K | 7.84% | 2 |
|
|
2023
Q1 | $11.5M | Buy |
230,706
+14,733
| +7% | +$737K | 8.22% | 2 |
|
|
2022
Q4 | $10.8M | Buy |
215,973
+11,603
| +6% | +$580K | 8.2% | 2 |
|
|
2022
Q3 | $9.09M | Buy |
204,370
+21,098
| +12% | +$938K | 7.41% | 2 |
|
|
2022
Q2 | $8.73M | Buy |
183,272
+70,349
| +62% | +$3.35M | 6.35% | 2 |
|
|
2022
Q1 | $6.03M | Buy |
112,923
+57,518
| +104% | +$3.07M | 3.83% | 4 |
|
|
2021
Q4 | $3.08M | Buy |
55,405
+8,212
| +17% | +$456K | 1.5% | 18 |
|
|
2021
Q3 | $2.37M | Buy |
47,193
+14,760
| +46% | +$742K | 1.29% | 20 |
|
|
2021
Q2 | $1.63M | Buy |
+32,433
| New | +$1.63M | 1.02% | 27 |
|