Sunburst Financial Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$695K Hold
10,877
0.16% 54
2025
Q1
$672K Sell
10,877
-737
-6% -$45.5K 0.17% 58
2024
Q4
$712K Sell
11,614
-1,515
-12% -$92.9K 0.18% 57
2024
Q3
$823K Sell
13,129
-391
-3% -$24.5K 0.21% 54
2024
Q2
$779K Sell
13,520
-86
-0.6% -$4.95K 0.21% 55
2024
Q1
$786K Sell
13,606
-311
-2% -$18K 0.22% 55
2023
Q4
$749K Buy
+13,917
New +$749K 0.23% 53