Soltis Investment Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Buy |
6,278
+2,534
| +68% | +$162K | 0.03% | 279 |
|
|
2025
Q1 | $231K | Buy |
+3,744
| New | +$231K | 0.02% | 330 |
|
|
2023
Q4 | – | Sell |
-5,580
| Closed | -$276K | – | 289 |
|
|
2023
Q3 | $276K | Buy |
+5,580
| New | +$276K | 0.04% | 226 |
|
|
2022
Q4 | – | Sell |
-4,509
| Closed | -$201K | – | 253 |
|
|
2022
Q3 | $201K | Sell |
4,509
-326
| -7% | -$14.5K | 0.03% | 219 |
|
|
2022
Q2 | $230K | Buy |
+4,835
| New | +$230K | 0.03% | 214 |
|