SS
Sound Stewardship’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 | $2.04M | Buy |
31,868
+57
| +0.2% | +$3.65K | 1.05% | 22 |
|
|
2025
Q1 | $1.97M | Sell |
31,811
-83
| -0.3% | -$5.13K | 1.12% | 20 |
|
|
2024
Q4 | $1.96M | Sell |
31,894
-1,672
| -5% | -$103K | 1.16% | 19 |
|
|
2024
Q3 | $2.1M | Sell |
33,566
-183
| -0.5% | -$11.5K | 1.18% | 20 |
|
|
2024
Q2 | $1.94M | Sell |
33,749
-96
| -0.3% | -$5.53K | 1.18% | 20 |
|
|
2024
Q1 | $1.97M | Sell |
33,845
-1,376
| -4% | -$79.9K | 1.19% | 21 |
|
|
2023
Q4 | $1.9M | Sell |
35,221
-296
| -0.8% | -$15.9K | 1.25% | 27 |
|
|
2023
Q3 | $1.76M | Sell |
35,517
-316
| -0.9% | -$15.7K | 1.18% | 30 |
|
|
2023
Q2 | $1.85M | Sell |
35,833
-3,226
| -8% | -$166K | 1.22% | 30 |
|
|
2023
Q1 | $1.95M | Sell |
39,059
-625
| -2% | -$31.2K | 1.31% | 30 |
|
|
2022
Q4 | $1.98M | Buy |
+39,684
| New | +$1.98M | 1.47% | 30 |
|