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 |
|