SWA
Sax 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 | $520K | Sell |
8,128
-147
| -2% | -$9.4K | 0.03% | 251 |
|
|
2025
Q1 | $511K | Buy |
8,275
+1,711
| +26% | +$106K | 0.04% | 218 |
|
|
2024
Q4 | $403K | Buy |
6,564
+218
| +3% | +$13.4K | 0.03% | 219 |
|
|
2024
Q3 | $398K | Buy |
6,346
+2,350
| +59% | +$147K | 0.04% | 185 |
|
|
2024
Q2 | $230K | Buy |
+3,996
| New | +$230K | 0.02% | 249 |
|