RVW Wealth’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
$3.94M Buy
61,693
+58,049
+1,593% +$3.71M 0.33% 41
2025
Q1
$225K Sell
3,644
-119
-3% -$7.35K 0.02% 152
2024
Q4
$231K Sell
3,763
-8,043
-68% -$493K 0.02% 134
2024
Q3
$740K Sell
11,806
-2
-0% -$125 0.07% 74
2024
Q2
$680K Hold
11,808
0.07% 75
2024
Q1
$686K Buy
11,808
+1,307
+12% +$75.9K 0.07% 79
2023
Q4
$565K Sell
10,501
-643
-6% -$34.6K 0.06% 87
2023
Q3
$552K Hold
11,144
0.07% 86
2023
Q2
$574K Sell
11,144
-1,302
-10% -$67.1K 0.07% 91
2023
Q1
$622K Sell
12,446
-8,055
-39% -$403K 0.08% 87
2022
Q4
$1.03M Sell
20,501
-42,990
-68% -$2.15M 0.13% 75
2022
Q3
$2.82M Buy
63,491
+39,050
+160% +$1.74M 0.4% 47
2022
Q2
$1.16M Buy
24,441
+13,396
+121% +$638K 0.16% 72
2022
Q1
$590K Hold
11,045
0.07% 86
2021
Q4
$614K Sell
11,045
-1,106
-9% -$61.5K 0.07% 84
2021
Q3
$1M Buy
12,151
+1,106
+10% +$91K 0.12% 64
2021
Q2
$1M Buy
11,045
+126
+1% +$11.4K 0.13% 60
2021
Q1
$1M Hold
10,919
0.13% 67
2020
Q4
$1M Hold
10,919
0.15% 60
2020
Q3
$434K Hold
10,919
0.07% 76
2020
Q2
$411K Buy
10,919
+3,931
+56% +$148K 0.08% 76
2020
Q1
$228K Buy
6,988
+830
+13% +$27.1K 0.05% 87
2019
Q4
$259K Buy
6,158
+94
+2% +$3.95K 0.06% 70
2019
Q3
$237K Hold
6,064
0.06% 74
2019
Q2
$232K Hold
6,064
0.06% 59
2019
Q1
$223K Buy
+6,064
New +$223K 0.06% 59