Sheets Smith Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.1M | Buy |
|
|||||
|
2025
Q2 | $5.61M | Buy |
|
|||||
|
2025
Q1 | $5.14M | Buy |
|
|||||
|
2024
Q4 | $4.71M | Buy |
|
|||||
|
2024
Q3 | $3.37M | Sell |
|
|||||
|
2024
Q2 | $3.82M | Buy |
|
|||||
|
2024
Q1 | $3.8M | Buy |
|
|||||
|
2023
Q4 | $260K | Hold |
|
|||||
|
2023
Q3 | $239K | Hold |
|
|||||
|
2023
Q2 | $249K | Hold |
|
|||||
|
2023
Q1 | $242K | Hold |
|
|||||
|
2022
Q4 | $242K | Hold |
|
|||||
|
2022
Q3 | $215K | Hold |
|
|||||
|
2022
Q2 | $230K | Hold |
|
|||||
|
2022
Q1 | $258K | Sell |
|
|||||
|
2021
Q4 | $427K | Sell |
|
|||||
|
2021
Q3 | $449K | Sell |
|
|||||
|
2021
Q2 | $454K | Hold |
|
|||||
|
2021
Q1 | $435K | Buy |
|
|||||
|
2020
Q4 | $395K | Sell |
|
|||||
|
2020
Q3 | $356K | Buy |
|
|||||
|
2020
Q2 | $334K | Hold |
|
|||||
|
2020
Q1 | $289K | Buy |
|