Seven Springs Wealth Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $80.3M | Buy |
1,143,665
+7,582
| +0.7% | +$544K | 18.56% | 1 |
|
|
2025
Q4 | $78.9M | Sell |
1,136,083
-7,872
| -0.7% | -$541K | 22.53% | 1 |
|
|
2025
Q3 | $77.9M | Buy |
1,143,955
+57,860
| +5% | +$3.82M | 18.84% | 1 |
|
|
2025
Q2 | $69.4M | Buy |
1,086,095
+78,495
| +8% | +$4.79M | 17.19% | 2 |
|
|
2025
Q1 | $62.2M | Buy |
1,007,600
+42,898
| +4% | +$2.69M | 22.19% | 1 |
|
|
2024
Q4 | $59.2M | Sell |
964,702
-7,531
| -0.8% | -$475K | 22.03% | 1 |
|
|
2024
Q3 | $60.9M | Sell |
972,233
-89,245
| -8% | -$5.38M | 22.15% | 1 |
|
|
2024
Q2 | $61.2M | Buy |
1,061,478
+830
| +0.1% | +$47.4K | 23.91% | 1 |
|
|
2024
Q1 | $61.6M | Sell |
1,060,648
-14,783
| -1% | -$821K | 23.65% | 1 |
|
|
2023
Q4 | $57.9M | Sell |
1,075,431
-81,318
| -7% | -$4.12M | 26.09% | 1 |
|
|
2023
Q3 | $57.3M | Buy |
1,156,749
+1,121
| +0.1% | +$58K | 27.46% | 1 |
|
|
2023
Q2 | $59.5M | Buy |
1,155,628
+38,765
| +3% | +$1.95M | 28.26% | 1 |
|
|
2023
Q1 | $55.8M | Buy |
1,116,863
+25,461
| +2% | +$1.28M | 27.58% | 1 |
|
|
2022
Q4 | $54.6M | Buy |
1,091,402
+22,551
| +2% | +$1.11M | 26.35% | 2 |
|
|
2022
Q3 | $47.5M | Buy |
1,068,851
+82,583
| +8% | +$4.06M | 25.84% | 1 |
|
|
2022
Q2 | $47M | Buy |
986,268
+18,217
| +2% | +$919K | 23.55% | 2 |
|
|
2022
Q1 | $51.7M | Buy |
968,051
+83,013
| +9% | +$4.43M | 24.52% | 1 |
|
|
2021
Q4 | $49.2M | Buy |
885,038
+47,885
| +6% | +$2.56M | 22.47% | 1 |
|
|
2021
Q3 | $42.1M | Buy |
837,153
+61,715
| +8% | +$3.2M | 20.6% | 1 |
|
|
2021
Q2 | $39.1M | Buy |
775,438
+187,289
| +32% | +$9.4M | 16.9% | 2 |
|
|
2021
Q1 | $28.4M | Buy |
588,149
+156,310
| +36% | +$7.23M | 13.38% | 2 |
|
|
2020
Q4 | $19.4M | Buy |
431,839
+165,710
| +62% | +$7.04M | 10% | 3 |
|
|
2020
Q3 | $10.6M | Buy |
266,129
+5,426
| +2% | +$216K | 6.65% | 5 |
|
|
2020
Q2 | $9.8M | Buy |
260,703
+14,736
| +6% | +$536K | 6.25% | 6 |
|
|
2020
Q1 | $8.02M | Buy |
245,967
+63,891
| +35% | +$2.5M | 5.65% | 6 |
|
|
2019
Q4 | $7.66M | Buy |
+182,076
| New | +$7.36M | 5.2% | 7 |
|
Other funds holding DGRO
CIA
