SteelPeak Wealth’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 | – | Sell |
-6,193
| Closed | -$383K | – | 524 |
|
|
2025
Q1 | $383K | Sell |
6,193
-1,562
| -20% | -$96.5K | 0.02% | 364 |
|
|
2024
Q4 | $476K | Hold |
7,755
| – | – | 0.02% | 328 |
|
|
2024
Q3 | $486K | Buy |
7,755
+230
| +3% | +$14.4K | 0.02% | 310 |
|
|
2024
Q2 | $434K | Sell |
7,525
-156
| -2% | -$8.99K | 0.02% | 310 |
|
|
2024
Q1 | $446K | Sell |
7,681
-44
| -0.6% | -$2.56K | 0.02% | 303 |
|
|
2023
Q4 | $416K | Hold |
7,725
| – | – | 0.02% | 288 |
|
|
2023
Q3 | $386K | Buy |
+7,725
| New | +$386K | 0.02% | 283 |
|
|
2023
Q1 | – | Sell |
-7,105
| Closed | -$355K | – | 369 |
|
|
2022
Q4 | $355K | Buy |
+7,105
| New | +$355K | 0.03% | 285 |
|
|
2022
Q3 | – | Sell |
-4,355
| Closed | -$207K | – | 395 |
|
|
2022
Q2 | $207K | Sell |
4,355
-486
| -10% | -$23.1K | 0.01% | 365 |
|
|
2022
Q1 | $259K | Hold |
4,841
| – | – | 0.01% | 350 |
|
|
2021
Q4 | $269K | Buy |
4,841
+736
| +18% | +$40.9K | 0.02% | 326 |
|
|
2021
Q3 | $206K | Hold |
4,105
| – | – | 0.01% | 372 |
|
|
2021
Q2 | $207K | Sell |
4,105
-319
| -7% | -$16.1K | 0.01% | 383 |
|
|
2021
Q1 | $214K | Buy |
+4,424
| New | +$214K | 0.02% | 331 |
|
|
2020
Q1 | – | Sell |
-14,060
| Closed | -$592K | – | 239 |
|
|
2019
Q4 | $592K | Buy |
+14,060
| New | +$592K | 0.08% | 165 |
|