Summit Financial Strategies’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 | $492K | Hold |
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|
2025
Q1 | $475K | Hold |
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|
2024
Q4 | $472K | Hold |
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|
2024
Q3 | $482K | Sell |
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|
2024
Q2 | $464K | Hold |
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|
2024
Q1 | $468K | Hold |
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|
2023
Q4 | $434K | Buy |
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|
2023
Q3 | $381K | Hold |
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|
2023
Q2 | $396K | Hold |
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|
2023
Q1 | $385K | Hold |
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|
2022
Q4 | $385K | Hold |
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|
2022
Q3 | $342K | Buy |
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|
2022
Q2 | $232K | Hold |
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|
2022
Q1 | $260K | Hold |
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|
2021
Q4 | $271K | Hold |
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|
2021
Q3 | $245K | Hold |
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|
2021
Q2 | $245K | Hold |
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|
2021
Q1 | $235K | Hold |
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|
2020
Q4 | $218K | Buy |
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