Sequoia Financial Advisors’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 | $7.36M | Buy |
115,151
+40,661
| +55% | +$2.6M | 0.05% | 216 |
|
|
2025
Q1 | $4.6M | Buy |
74,490
+67,170
| +918% | +$4.15M | 0.04% | 278 |
|
|
2024
Q4 | $449K | Sell |
7,320
-2,118
| -22% | -$130K | ﹤0.01% | 841 |
|
|
2024
Q3 | $592K | Buy |
9,438
+44
| +0.5% | +$2.76K | 0.01% | 690 |
|
|
2024
Q2 | $541K | Buy |
9,394
+1,105
| +13% | +$63.7K | 0.01% | 663 |
|
|
2024
Q1 | $481K | Buy |
8,289
+228
| +3% | +$13.2K | 0.01% | 697 |
|
|
2023
Q4 | $434K | Buy |
8,061
+410
| +5% | +$22.1K | 0.01% | 781 |
|
|
2023
Q3 | $379K | Hold |
7,651
| – | – | 0.01% | 601 |
|
|
2023
Q2 | $394K | Sell |
7,651
-1,561
| -17% | -$80.4K | 0.01% | 599 |
|
|
2023
Q1 | $460K | Buy |
9,212
+1,018
| +12% | +$50.9K | 0.01% | 483 |
|
|
2022
Q4 | $410K | Sell |
8,194
-505
| -6% | -$25.3K | 0.01% | 486 |
|
|
2022
Q3 | $387K | Sell |
8,699
-163
| -2% | -$7.25K | 0.01% | 328 |
|
|
2022
Q2 | $422K | Sell |
8,862
-263
| -3% | -$12.5K | 0.01% | 360 |
|
|
2022
Q1 | $487K | Buy |
+9,125
| New | +$487K | 0.01% | 364 |
|