Summit Financial Wealth Advisors’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
Q3 | $1.3M | Sell |
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|
2025
Q2 | $1.23M | Buy |
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|
2025
Q1 | $1.19M | Buy |
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|
2024
Q4 | $1.21M | Sell |
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|
2024
Q3 | $1.2M | Buy |
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|
2024
Q2 | $1.11M | Buy |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1.03M | Sell |
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|
2023
Q3 | $958K | Sell |
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|
2023
Q2 | $2.16M | Sell |
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|
2023
Q1 | $2.11M | Sell |
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|
2022
Q4 | $17.7M | Buy |
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|
2022
Q3 | $16.6M | Sell |
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|
2022
Q2 | $42.7M | Sell |
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|
2022
Q1 | $46.8M | Buy |
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|
2021
Q4 | $47.8M | Buy |
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|
2021
Q3 | $40.1M | Buy |
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|
2021
Q2 | $38.8M | Buy |
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|
2021
Q1 | $33.2M | Sell |
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|
2020
Q4 | $29.5M | Buy |
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|
2020
Q3 | $29.3M | Sell |
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|
2020
Q2 | $28.2M | Buy |
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|
2020
Q1 | $23.5M | Sell |
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|
2019
Q4 | $31.7M | Buy |
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|
2019
Q3 | $28.6M | Buy |
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|
2019
Q2 | $24M | Buy |
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|
2019
Q1 | $17M | Buy |
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|
2018
Q4 | $13.4M | Buy |
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