SWA
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Sterling Wealth Advisors’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
$2M Sell
30,897
-1,291
-4% -$83.7K 1.42% 11
2025
Q1
$1.99M Buy
32,188
+91
+0.3% +$5.62K 1.53% 11
2024
Q4
$1.97M Buy
+32,097
New +$1.97M 1.54% 11