SOA Wealth Advisors’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 | $10M | Sell |
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|
2025
Q2 | $9.99M | Sell |
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|
2025
Q1 | $10.8M | Sell |
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|
2024
Q4 | $10.9M | Sell |
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|
2024
Q3 | $11.4M | Sell |
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|
2024
Q2 | $11.3M | Sell |
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|
2024
Q1 | $15.8M | Sell |
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|
2023
Q4 | $15.1M | Sell |
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|
2023
Q3 | $14.5M | Sell |
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|
2023
Q2 | $16.2M | Sell |
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|
2023
Q1 | $22.8M | Buy |
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|
2022
Q4 | $22.8M | Buy |
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|
2022
Q3 | $3.9M | Buy |
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|
2022
Q2 | $3.88M | Buy |
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|
2022
Q1 | $3.86M | Buy |
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|
2021
Q4 | $4M | Sell |
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|
2021
Q3 | $3.68M | Sell |
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|
2021
Q2 | $3.84M | Sell |
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|
2021
Q1 | $3.77M | Sell |
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|
2020
Q4 | $3.64M | Buy |
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