Spire Wealth Management’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
$1.58M Sell
24,640
-4,140
-14% -$265K 0.06% 277
2025
Q1
$1.78M Buy
28,780
+1,545
+6% +$95.5K 0.06% 284
2024
Q4
$1.67M Buy
27,235
+7,201
+36% +$442K 0.05% 268
2024
Q3
$1.26M Sell
20,034
-892
-4% -$55.9K 0.04% 326
2024
Q2
$1.21M Sell
20,926
-32,505
-61% -$1.87M 0.04% 307
2024
Q1
$3.1M Sell
53,431
-4,912
-8% -$285K 0.06% 196
2023
Q4
$3.16M Sell
58,343
-2,480
-4% -$134K 0.1% 188
2023
Q3
$3.01M Buy
60,823
+159
+0.3% +$7.88K 0.11% 187
2023
Q2
$3.13M Sell
60,664
-1,530
-2% -$78.8K 0.12% 174
2023
Q1
$3.11M Buy
62,194
+30,893
+99% +$1.54M 0.12% 159
2022
Q4
$1.57M Buy
31,301
+2,222
+8% +$111K 0.09% 183
2022
Q3
$1.29M Sell
29,079
-26,236
-47% -$1.17M 0.08% 175
2022
Q2
$2.64M Buy
55,315
+230
+0.4% +$11K 0.11% 170
2022
Q1
$2.95M Sell
55,085
-1,088
-2% -$58.2K 0.08% 218
2021
Q4
$3.12M Buy
56,173
+2,999
+6% +$167K 0.07% 239
2021
Q3
$2.67M Sell
53,174
-497
-0.9% -$25K 0.07% 237
2021
Q2
$2.71M Buy
53,671
+8,204
+18% +$414K 0.07% 238
2021
Q1
$2.2M Buy
+45,467
New +$2.2M 0.06% 262