SFPG
Stonebridge Financial Planning Group’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 | $7.03M | Buy |
109,995
+3,890
| +4% | +$249K | 2.94% | 4 |
|
|
2025
Q1 | $6.56M | Buy |
106,105
+4,717
| +5% | +$291K | 2.99% | 4 |
|
|
2024
Q4 | $6.22M | Buy |
101,388
+2,847
| +3% | +$175K | 2.78% | 4 |
|
|
2024
Q3 | $6.18M | Buy |
98,541
+1,183
| +1% | +$74.2K | 2.94% | 4 |
|
|
2024
Q2 | $5.61M | Buy |
97,358
+3,241
| +3% | +$187K | 2.82% | 5 |
|
|
2024
Q1 | $5.46M | Buy |
94,117
+2,650
| +3% | +$154K | 2.89% | 5 |
|
|
2023
Q4 | $4.92M | Buy |
91,467
+25,101
| +38% | +$1.35M | 2.83% | 6 |
|
|
2023
Q3 | $3.29M | Sell |
66,366
-5,363
| -7% | -$266K | 2.11% | 9 |
|
|
2023
Q2 | $3.7M | Buy |
71,729
+52
| +0.1% | +$2.68K | 2.25% | 8 |
|
|
2023
Q1 | $3.58M | Sell |
71,677
-1,860
| -3% | -$93K | 2.31% | 8 |
|
|
2022
Q4 | $3.68M | Sell |
73,537
-1,143
| -2% | -$57.2K | 2.45% | 8 |
|
|
2022
Q3 | $3.32M | Sell |
74,680
-1,372
| -2% | -$61K | 2.32% | 9 |
|
|
2022
Q2 | $3.62M | Buy |
76,052
+2,375
| +3% | +$113K | 2.46% | 11 |
|
|
2022
Q1 | $3.94M | Buy |
73,677
+1,523
| +2% | +$81.3K | 2.2% | 11 |
|
|
2021
Q4 | $3.85M | Buy |
72,154
+4,407
| +7% | +$235K | 2.02% | 11 |
|
|
2021
Q3 | $3.64M | Buy |
67,747
+11,605
| +21% | +$624K | 1.78% | 15 |
|
|
2021
Q2 | $2.88M | Buy |
56,142
+15,929
| +40% | +$817K | 1.53% | 19 |
|
|
2021
Q1 | $1.99M | Buy |
40,213
+31,913
| +384% | +$1.58M | 1.16% | 26 |
|
|
2020
Q4 | $372K | Buy |
8,300
+6,700
| +419% | +$300K | 0.24% | 69 |
|
|
2020
Q3 | $66K | Buy |
+1,600
| New | +$66K | 0.05% | 158 |
|