Root Financial Partners’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	$231K	Buy	+3,616	New	+$231K	0.02%	224
2025 Q1	–	Sell	-5,554	Closed	-$341K	–	214
2024 Q4	$341K	Buy	+5,554	New	+$341K	0.04%	143