RWP
RWA Wealth Partners’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 | $1.42M | Sell |
22,149
-1,550
| -7% | -$99.1K | 0.02% | 286 |
|
|
2025
Q1 | $1.46M | Buy |
23,699
+1,500
| +7% | +$92.7K | 0.02% | 272 |
|
|
2024
Q4 | $1.36M | Sell |
22,199
-825
| -4% | -$50.6K | 0.02% | 283 |
|
|
2024
Q3 | $1.44M | Sell |
23,024
-340
| -1% | -$21.3K | 0.02% | 279 |
|
|
2024
Q2 | $1.35M | Sell |
23,364
-787
| -3% | -$45.3K | 0.02% | 274 |
|
|
2024
Q1 | $1.4M | Buy |
24,151
+3,600
| +18% | +$209K | 0.02% | 270 |
|
|
2023
Q4 | $1.11M | Buy |
20,551
+12,349
| +151% | +$665K | 0.02% | 278 |
|
|
2023
Q3 | $406K | Hold |
8,202
| – | – | 0.01% | 292 |
|
|
2023
Q2 | $423K | Buy |
8,202
+750
| +10% | +$38.6K | 0.01% | 245 |
|
|
2023
Q1 | $373K | Hold |
7,452
| – | – | 0.01% | 192 |
|
|
2022
Q4 | $381K | Sell |
7,452
-11,815
| -61% | -$604K | 0.01% | 198 |
|
|
2022
Q3 | $857K | Sell |
19,267
-7,013
| -27% | -$312K | 0.06% | 132 |
|
|
2022
Q2 | $1.25M | Buy |
26,280
+12,685
| +93% | +$604K | 0.08% | 114 |
|
|
2022
Q1 | $726K | Buy |
13,595
+2,429
| +22% | +$130K | 0.05% | 145 |
|
|
2021
Q4 | $621K | Hold |
11,166
| – | – | 0.04% | 157 |
|
|
2021
Q3 | $561K | Buy |
11,166
+1,000
| +10% | +$50.2K | 0.04% | 161 |
|
|
2021
Q2 | $512K | Sell |
10,166
-43
| -0.4% | -$2.17K | 0.04% | 163 |
|
|
2021
Q1 | $493K | Buy |
10,209
+388
| +4% | +$18.7K | 0.04% | 161 |
|
|
2020
Q4 | $440K | Sell |
9,821
-145
| -1% | -$6.5K | 0.04% | 164 |
|
|
2020
Q3 | $397K | Hold |
9,966
| – | – | 0.04% | 160 |
|
|
2020
Q2 | $375K | Buy |
9,966
+848
| +9% | +$31.9K | 0.05% | 158 |
|
|
2020
Q1 | $297K | Sell |
9,118
-25,020
| -73% | -$815K | 0.04% | 162 |
|
|
2019
Q4 | $1.44M | Hold |
34,138
| – | – | 0.14% | 100 |
|
|
2019
Q3 | $1.34M | Hold |
34,138
| – | – | 0.14% | 104 |
|
|
2019
Q2 | $1.3M | Sell |
34,138
-53
| -0.2% | -$2.02K | 0.14% | 100 |
|
|
2019
Q1 | $1.26M | Buy |
34,191
+6,860
| +25% | +$252K | 0.14% | 105 |
|
|
2018
Q4 | $907K | Buy |
+27,331
| New | +$907K | 0.12% | 114 |
|