SEIA
Signature Estate & Investment Advisors’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 | $1.12M | Buy |
17,582
+3,312
| +23% | +$212K | 0.03% | 213 |
|
2025
Q1 | $882K | Buy |
14,270
+5,810
| +69% | +$359K | 0.02% | 240 |
|
2024
Q4 | $519K | Sell |
8,460
-50
| -0.6% | -$3.07K | 0.01% | 320 |
|
2024
Q3 | $533K | Sell |
8,510
-260
| -3% | -$16.3K | 0.01% | 297 |
|
2024
Q2 | $505K | Buy |
+8,770
| New | +$505K | 0.01% | 292 |
|
2021
Q2 | – | Sell |
-5,300
| Closed | -$256K | – | 165 |
|
2021
Q1 | $256K | Sell |
5,300
-1,598
| -23% | -$77.2K | 0.01% | 146 |
|
2020
Q4 | $309K | Sell |
6,898
-2,142
| -24% | -$96K | 0.02% | 128 |
|
2020
Q3 | $359K | Sell |
9,040
-6,040
| -40% | -$240K | 0.02% | 118 |
|
2020
Q2 | $567K | Sell |
15,080
-1,171,687
| -99% | -$44.1M | 0.04% | 95 |
|
2020
Q1 | $38.7M | Buy |
1,186,767
+39,622
| +3% | +$1.29M | 3.08% | 8 |
|
2019
Q4 | $48.3M | Buy |
+1,147,145
| New | +$48.3M | 2.95% | 7 |
|
2018
Q1 | – | Sell |
-3,999
| Closed | -$139K | – | 150 |
|
2017
Q4 | $139K | Buy |
+3,999
| New | +$139K | 0.01% | 148 |
|