SWP
Summit Wealth Partners’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 | $2.46M | Buy |
38,484
+10,065
| +35% | +$644K | 0.47% | 47 |
|
|
2025
Q1 | $1.76M | Buy |
28,419
+5,446
| +24% | +$336K | 0.36% | 57 |
|
|
2024
Q4 | $1.41M | Buy |
22,973
+1,957
| +9% | +$120K | 0.29% | 63 |
|
|
2024
Q3 | $1.32M | Buy |
21,016
+100
| +0.5% | +$6.27K | 0.25% | 72 |
|
|
2024
Q2 | $1.2M | Buy |
20,916
+107
| +0.5% | +$6.16K | 0.25% | 75 |
|
|
2024
Q1 | $1.21M | Buy |
20,809
+112
| +0.5% | +$6.5K | 0.26% | 68 |
|
|
2023
Q4 | $1.11M | Buy |
20,697
+301
| +1% | +$16.2K | 0.26% | 64 |
|
|
2023
Q3 | $1.01M | Hold |
20,396
| – | – | 0.26% | 60 |
|
|
2023
Q2 | $1.05M | Buy |
20,396
+69
| +0.3% | +$3.56K | 0.26% | 60 |
|
|
2023
Q1 | $1.02M | Buy |
20,327
+123
| +0.6% | +$6.15K | 0.26% | 63 |
|
|
2022
Q4 | $1.01M | Buy |
20,204
+168
| +0.8% | +$8.4K | 0.27% | 61 |
|
|
2022
Q3 | $891K | Buy |
20,036
+149
| +0.7% | +$6.63K | 0.25% | 61 |
|
|
2022
Q2 | $947K | Buy |
19,887
+98
| +0.5% | +$4.67K | 0.25% | 57 |
|
|
2022
Q1 | $1.06M | Buy |
19,789
+96
| +0.5% | +$5.13K | 0.24% | 54 |
|
|
2021
Q4 | $1.09M | Buy |
19,693
+3,022
| +18% | +$168K | 0.23% | 54 |
|
|
2021
Q3 | $838K | Buy |
16,671
+82
| +0.5% | +$4.12K | 0.2% | 62 |
|
|
2021
Q2 | $835K | Buy |
16,589
+85
| +0.5% | +$4.28K | 0.2% | 62 |
|
|
2021
Q1 | $797K | Buy |
16,504
+89
| +0.5% | +$4.3K | 0.2% | 62 |
|
|
2020
Q4 | $736K | Buy |
16,415
+101
| +0.6% | +$4.53K | 0.2% | 69 |
|
|
2020
Q3 | $649K | Buy |
16,314
+109
| +0.7% | +$4.34K | 0.2% | 73 |
|
|
2020
Q2 | $609K | Buy |
16,205
+104
| +0.6% | +$3.91K | 0.2% | 77 |
|
|
2020
Q1 | $525K | Buy |
16,101
+122
| +0.8% | +$3.98K | 0.21% | 63 |
|
|
2019
Q4 | $672K | Buy |
+15,979
| New | +$672K | 0.23% | 58 |
|