Summit X LLC’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 | – | Sell |
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|
2025
Q2 | $532K | Sell |
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|
2025
Q1 | $543K | Buy |
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|
2024
Q4 | $505K | Buy |
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|
2024
Q3 | $423K | Buy |
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|
2024
Q2 | $423K | Sell |
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|
2024
Q1 | $986K | Buy |
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|
2023
Q4 | $897K | Buy |
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|
2023
Q3 | $817K | Buy |
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|
2023
Q2 | $828K | Buy |
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|
2023
Q1 | $787K | Buy |
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|
2022
Q4 | $346K | Sell |
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|
2022
Q3 | $324K | Hold |
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|
2022
Q2 | $347K | Sell |
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|
2022
Q1 | $593K | Sell |
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|
2021
Q4 | $645K | Sell |
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|
2021
Q3 | $621K | Sell |
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|
2021
Q2 | $634K | Buy |
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|
2021
Q1 | $388K | Buy |
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|
2020
Q4 | $358K | Buy |
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|
2020
Q3 | $995 | Sell |
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|
2020
Q2 | $1.83M | Buy |
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|
2020
Q1 | $1.57M | Sell |
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|
2019
Q4 | $2.09M | Buy |
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|
2019
Q3 | $1.82M | Buy |
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|
2019
Q2 | $1.61M | Buy |
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|
2019
Q1 | $1.41M | Buy |
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|
2018
Q4 | $542K | Buy |
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|
2018
Q3 | $493K | Buy |
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|
2018
Q2 | $393K | Buy |
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|
2018
Q1 | $260K | Buy |
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