SFSG
Sound Financial Strategies Group’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 | $1.28M | Sell |
20,051
-309
| -2% | -$19.8K | 1.08% | 14 |
|
|
2025
Q1 | $1.26M | Buy |
20,360
+6,703
| +49% | +$414K | 1.12% | 16 |
|
|
2024
Q4 | $838K | Buy |
13,657
+58
| +0.4% | +$3.56K | 0.7% | 44 |
|
|
2024
Q3 | $853K | Buy |
13,599
+97
| +0.7% | +$6.08K | 0.68% | 22 |
|
|
2024
Q2 | $778K | Sell |
13,502
-1,457
| -10% | -$83.9K | 0.68% | 17 |
|
|
2024
Q1 | $869K | Sell |
14,959
-334
| -2% | -$19.4K | 0.72% | 9 |
|
|
2023
Q4 | $823K | Sell |
15,293
-34,056
| -69% | -$1.83M | 0.69% | 9 |
|
|
2023
Q3 | $2.44M | Buy |
49,349
+32,393
| +191% | +$1.6M | 2.02% | 4 |
|
|
2023
Q2 | $874K | Sell |
16,956
-833
| -5% | -$42.9K | 0.64% | 47 |
|
|
2023
Q1 | $889K | Sell |
17,789
-854
| -5% | -$42.7K | 0.59% | 38 |
|
|
2022
Q4 | $932K | Sell |
18,643
-1,919
| -9% | -$96K | 0.68% | 41 |
|
|
2022
Q3 | $914K | Sell |
20,562
-301
| -1% | -$13.4K | 1.37% | 15 |
|
|
2022
Q2 | $994K | Sell |
20,863
-1,852
| -8% | -$88.2K | 0.78% | 25 |
|
|
2022
Q1 | $1.21M | Buy |
22,715
+9,530
| +72% | +$509K | 0.67% | 39 |
|
|
2021
Q4 | $733K | Sell |
13,185
-714
| -5% | -$39.7K | 0.37% | 34 |
|
|
2021
Q3 | $698K | Sell |
13,899
-7,744
| -36% | -$389K | 0.35% | 27 |
|
|
2021
Q2 | $1.09M | Sell |
21,643
-34,205
| -61% | -$1.72M | 0.54% | 21 |
|
|
2021
Q1 | $2.7M | Buy |
55,848
+18,376
| +49% | +$887K | 1.38% | 8 |
|
|
2020
Q4 | $1.68M | Buy |
37,472
+26,689
| +248% | +$1.2M | 0.92% | 9 |
|
|
2020
Q3 | $429K | Sell |
10,783
-831
| -7% | -$33.1K | 0.27% | 47 |
|
|
2020
Q2 | $437K | Sell |
11,614
-43,628
| -79% | -$1.64M | 0.28% | 44 |
|
|
2020
Q1 | $1.8M | Sell |
55,242
-457,796
| -89% | -$14.9M | 1.23% | 8 |
|
|
2019
Q4 | $21.6M | Buy |
+513,038
| New | +$21.6M | 13.67% | 1 |
|