RWA
Rooted Wealth Advisors’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 | $16.6M | Buy |
256,739
+8,264
| +3% | +$536K | 5.75% | 2 |
|
|
2025
Q1 | $14M | Sell |
248,475
-7,601
| -3% | -$429K | 6.04% | 2 |
|
|
2024
Q4 | $15.7M | Buy |
256,076
+2,084
| +0.8% | +$128K | 6.13% | 2 |
|
|
2024
Q3 | $15.8M | Buy |
253,992
+111,446
| +78% | +$6.93M | 7.05% | 2 |
|
|
2024
Q2 | $8.51M | Buy |
142,546
+11,989
| +9% | +$716K | 3.76% | 8 |
|
|
2024
Q1 | $7.5M | Buy |
130,557
+2,917
| +2% | +$168K | 3.7% | 7 |
|
|
2023
Q4 | $7.01M | Buy |
127,640
+18,481
| +17% | +$1.01M | 3.67% | 6 |
|
|
2023
Q3 | $5.56M | Buy |
109,159
+92,623
| +560% | +$4.71M | 3.42% | 8 |
|
|
2023
Q2 | $851K | Buy |
+16,536
| New | +$851K | 0.57% | 30 |
|