SFS
Security Financial Services’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 | $289K | Sell |
4,525
-3,465
| -43% | -$222K | 0.05% | 165 |
|
|
2025
Q1 | $494K | Hold |
7,990
| – | – | 0.1% | 106 |
|
|
2024
Q4 | $490K | Sell |
7,990
-136
| -2% | -$8.34K | 0.1% | 102 |
|
|
2024
Q3 | $509K | Hold |
8,126
| – | – | 0.1% | 95 |
|
|
2024
Q2 | $468K | Sell |
8,126
-43
| -0.5% | -$2.48K | 0.1% | 101 |
|
|
2024
Q1 | $474K | Hold |
8,169
| – | – | 0.11% | 107 |
|
|
2023
Q4 | $440K | Sell |
8,169
-97
| -1% | -$5.22K | 0.11% | 102 |
|
|
2023
Q3 | $409K | Buy |
8,266
+80
| +1% | +$3.96K | 0.12% | 109 |
|
|
2023
Q2 | $422K | Hold |
8,186
| – | – | 0.12% | 105 |
|
|
2023
Q1 | $409K | Sell |
8,186
-267
| -3% | -$13.3K | 0.12% | 103 |
|
|
2022
Q4 | $423K | Sell |
8,453
-178
| -2% | -$8.9K | 0.13% | 104 |
|
|
2022
Q3 | $384K | Buy |
8,631
+1,171
| +16% | +$52.1K | 0.13% | 105 |
|
|
2022
Q2 | $355K | Hold |
7,460
| – | – | 0.11% | 102 |
|
|
2022
Q1 | $398K | Sell |
7,460
-56
| -0.7% | -$2.99K | 0.13% | 97 |
|
|
2021
Q4 | $418K | Buy |
+7,516
| New | +$418K | 0.14% | 92 |
|