SFP
Shepherd Financial Partners’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 | $10.1M | Buy |
158,631
+11,763
| +8% | +$752K | 1.07% | 26 |
|
|
2025
Q1 | $9.07M | Sell |
146,868
-536
| -0.4% | -$33.1K | 1.06% | 24 |
|
|
2024
Q4 | $9.04M | Sell |
147,404
-2,565
| -2% | -$157K | 1.08% | 17 |
|
|
2024
Q3 | $9.4M | Sell |
149,969
-3,162
| -2% | -$198K | 1.13% | 16 |
|
|
2024
Q2 | $8.82M | Sell |
153,131
-12,016
| -7% | -$692K | 1.14% | 17 |
|
|
2024
Q1 | $9.59M | Buy |
165,147
+12,682
| +8% | +$736K | 1.26% | 13 |
|
|
2023
Q4 | $8.21M | Sell |
152,465
-2,639
| -2% | -$142K | 1.17% | 14 |
|
|
2023
Q3 | $7.68M | Sell |
155,104
-4,449
| -3% | -$220K | 1.21% | 16 |
|
|
2023
Q2 | $8.22M | Buy |
159,553
+1,517
| +1% | +$78.2K | 1.28% | 15 |
|
|
2023
Q1 | $7.9M | Sell |
158,036
-45,438
| -22% | -$2.27M | 1.32% | 15 |
|
|
2022
Q4 | $10.2M | Sell |
203,474
-14,897
| -7% | -$745K | 1.84% | 11 |
|
|
2022
Q3 | $9.71M | Buy |
218,371
+189,814
| +665% | +$8.44M | 1.89% | 11 |
|
|
2022
Q2 | $1.36M | Buy |
+28,557
| New | +$1.36M | 0.26% | 64 |
|