SteelPeak Wealth’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-6,193	Closed	-$383K	–	599
2025 Q1	$383K	Sell	6,193 -1,562	-20%	-$97.9K	0.02%	381
2024 Q4	$476K	Hold	7,755	–	–	0.02%	347
2024 Q3	$486K	Buy	7,755 +230	+3%	+$13.9K	0.02%	321
2024 Q2	$434K	Sell	7,525 -156	-2%	-$8.91K	0.02%	330
2024 Q1	$446K	Sell	7,681 -44	-0.6%	-$2.44K	0.02%	317
2023 Q4	$416K	Hold	7,725	–	–	0.02%	300
2023 Q3	$386K	Buy	+7,725	New	+$400K	0.02%	293
2023 Q1	–	Sell	-7,105	Closed	-$355K	–	402
2022 Q4	$355K	Buy	+7,105	New	+$349K	0.03%	288
2022 Q3	–	Sell	-4,355	Closed	-$207K	–	409
2022 Q2	$207K	Sell	4,355 -486	-10%	-$24.5K	0.01%	369
2022 Q1	$259K	Hold	4,841	–	–	0.02%	367
2021 Q4	$269K	Buy	4,841 +736	+18%	+$39.3K	0.02%	340
2021 Q3	$206K	Hold	4,105	–	–	0.01%	387
2021 Q2	$207K	Sell	4,105 -319	-7%	-$16K	0.02%	393
2021 Q1	$214K	Buy	+4,424	New	+$205K	0.02%	341
2020 Q1	–	Sell	-14,060	Closed	-$592K	–	263
2019 Q4	$592K	Buy	+14,060	New	+$569K	0.08%	165