SSWG
Seven Springs Wealth Group’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 | $69.4M | Buy |
1,086,095
+78,495
| +8% | +$5.02M | 17.19% | 2 |
|
|
2025
Q1 | $62.2M | Buy |
1,007,600
+42,898
| +4% | +$2.65M | 22.19% | 1 |
|
|
2024
Q4 | $59.2M | Sell |
964,702
-7,531
| -0.8% | -$462K | 22.03% | 1 |
|
|
2024
Q3 | $60.9M | Sell |
972,233
-89,245
| -8% | -$5.59M | 22.15% | 1 |
|
|
2024
Q2 | $61.2M | Buy |
1,061,478
+830
| +0.1% | +$47.8K | 23.91% | 1 |
|
|
2024
Q1 | $61.6M | Sell |
1,060,648
-14,783
| -1% | -$858K | 23.65% | 1 |
|
|
2023
Q4 | $57.9M | Sell |
1,075,431
-81,318
| -7% | -$4.38M | 26.09% | 1 |
|
|
2023
Q3 | $57.3M | Buy |
1,156,749
+1,121
| +0.1% | +$55.5K | 27.46% | 1 |
|
|
2023
Q2 | $59.5M | Buy |
1,155,628
+38,765
| +3% | +$2M | 28.26% | 1 |
|
|
2023
Q1 | $55.8M | Buy |
1,116,863
+25,461
| +2% | +$1.27M | 27.58% | 1 |
|
|
2022
Q4 | $54.6M | Buy |
1,091,402
+22,551
| +2% | +$1.13M | 26.35% | 2 |
|
|
2022
Q3 | $47.5M | Buy |
1,068,851
+82,583
| +8% | +$3.67M | 25.84% | 1 |
|
|
2022
Q2 | $47M | Buy |
986,268
+18,217
| +2% | +$868K | 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% | +$2.66M | 22.47% | 1 |
|
|
2021
Q3 | $42.1M | Buy |
837,153
+61,715
| +8% | +$3.1M | 20.6% | 1 |
|
|
2021
Q2 | $39.1M | Buy |
775,438
+187,289
| +32% | +$9.43M | 16.9% | 2 |
|
|
2021
Q1 | $28.4M | Buy |
588,149
+156,310
| +36% | +$7.55M | 13.38% | 2 |
|
|
2020
Q4 | $19.4M | Buy |
431,839
+165,710
| +62% | +$7.43M | 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% | +$554K | 6.25% | 6 |
|
|
2020
Q1 | $8.02M | Buy |
245,967
+63,891
| +35% | +$2.08M | 5.65% | 6 |
|
|
2019
Q4 | $7.66M | Buy |
+182,076
| New | +$7.66M | 5.2% | 7 |
|