Summit Wealth Partners’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 | $2.63M | Buy |
|
|||||
|
2025
Q2 | $2.46M | Buy |
|
|||||
|
2025
Q1 | $1.76M | Buy |
|
|||||
|
2024
Q4 | $1.41M | Buy |
|
|||||
|
2024
Q3 | $1.32M | Buy |
|
|||||
|
2024
Q2 | $1.2M | Buy |
|
|||||
|
2024
Q1 | $1.21M | Buy |
|
|||||
|
2023
Q4 | $1.11M | Buy |
|
|||||
|
2023
Q3 | $1.01M | Hold |
|
|||||
|
2023
Q2 | $1.05M | Buy |
|
|||||
|
2023
Q1 | $1.02M | Buy |
|
|||||
|
2022
Q4 | $1.01M | Buy |
|
|||||
|
2022
Q3 | $891K | Buy |
|
|||||
|
2022
Q2 | $947K | Buy |
|
|||||
|
2022
Q1 | $1.06M | Buy |
|
|||||
|
2021
Q4 | $1.09M | Buy |
|
|||||
|
2021
Q3 | $838K | Buy |
|
|||||
|
2021
Q2 | $835K | Buy |
|
|||||
|
2021
Q1 | $797K | Buy |
|
|||||
|
2020
Q4 | $736K | Buy |
|
|||||
|
2020
Q3 | $649K | Buy |
|
|||||
|
2020
Q2 | $609K | Buy |
|
|||||
|
2020
Q1 | $525K | Buy |
|
|||||
|
2019
Q4 | $672K | Buy |
|