RDFA
Ritter Daniher Financial Advisory’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 | $38.6M | Buy |
603,948
+18,757
| +3% | +$1.2M | 9.48% | 2 |
|
|
2025
Q1 | $36.2M | Buy |
585,191
+22,102
| +4% | +$1.37M | 9.86% | 2 |
|
|
2024
Q4 | $34.5M | Buy |
563,089
+32,189
| +6% | +$1.97M | 9.75% | 2 |
|
|
2024
Q3 | $33.3M | Buy |
530,900
+394
| +0.1% | +$24.7K | 9.67% | 2 |
|
|
2024
Q2 | $30.6M | Buy |
530,506
+3,412
| +0.6% | +$197K | 9.74% | 2 |
|
|
2024
Q1 | $30.6M | Buy |
527,094
+6,065
| +1% | +$352K | 10.13% | 2 |
|
|
2023
Q4 | $28M | Buy |
521,029
+18,211
| +4% | +$980K | 10.4% | 2 |
|
|
2023
Q3 | $24.9M | Buy |
502,818
+11,734
| +2% | +$581K | 10.52% | 2 |
|
|
2023
Q2 | $25.3M | Buy |
491,084
+2,694
| +0.6% | +$139K | 10.48% | 2 |
|
|
2023
Q1 | $24.4M | Buy |
488,390
+34,029
| +7% | +$1.7M | 10.73% | 2 |
|
|
2022
Q4 | $22.7M | Buy |
454,361
+109,363
| +32% | +$5.47M | 10.82% | 2 |
|
|
2022
Q3 | $15.3M | Buy |
344,998
+1,063
| +0.3% | +$47.3K | 10.99% | 2 |
|
|
2022
Q2 | $16.4M | Buy |
343,935
+6,677
| +2% | +$318K | 11.65% | 2 |
|
|
2022
Q1 | $18M | Buy |
337,258
+2,134
| +0.6% | +$114K | 12.42% | 2 |
|
|
2021
Q4 | $18.6M | Sell |
335,124
-518
| -0.2% | -$28.8K | 12.42% | 2 |
|
|
2021
Q3 | $16.9M | Buy |
335,642
+525
| +0.2% | +$26.4K | 12.34% | 2 |
|
|
2021
Q2 | $16.9M | Buy |
335,117
+13,660
| +4% | +$688K | 12.56% | 2 |
|
|
2021
Q1 | $15.5M | Buy |
321,457
+35,626
| +12% | +$1.72M | 12.41% | 2 |
|
|
2020
Q4 | $12.8M | Buy |
+285,831
| New | +$12.8M | 11.13% | 2 |
|