Strategic Equity 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 | – | Sell |
-109,135
| Closed | -$6.74M | – | 73 |
|
2025
Q1 | $6.74M | Buy |
109,135
+4,091
| +4% | +$253K | 2.83% | 13 |
|
2024
Q4 | $6.44M | Buy |
105,044
+7,848
| +8% | +$481K | 2.71% | 12 |
|
2024
Q3 | $6.09M | Buy |
+97,196
| New | +$6.09M | 2.89% | 11 |
|
2024
Q2 | – | Sell |
-64,935
| Closed | -$3.77M | – | 46 |
|
2024
Q1 | $3.77M | Buy |
+64,935
| New | +$3.77M | 3.15% | 12 |
|