River Wealth Advisors’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 | $518K | Sell |
8,100
-250
| -3% | -$16K | 0.06% | 151 |
|
|
2025
Q1 | $516K | Sell |
8,350
-350
| -4% | -$21.6K | 0.07% | 147 |
|
|
2024
Q4 | $534K | Sell |
8,700
-559
| -6% | -$34.3K | 0.07% | 149 |
|
|
2024
Q3 | $580K | Sell |
9,259
-800
| -8% | -$50.2K | 0.08% | 141 |
|
|
2024
Q2 | $579K | Buy |
10,059
+1,480
| +17% | +$85.3K | 0.08% | 132 |
|
|
2024
Q1 | $498K | Hold |
8,579
| – | – | 0.07% | 142 |
|
|
2023
Q4 | $462K | Buy |
+8,579
| New | +$462K | 0.07% | 146 |
|