Sweeney & Michel’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 | $24M | Buy |
369,708
+7,928
| +2% | +$514K | 8.51% | 2 |
|
|
2025
Q1 | $20M | Buy |
+361,780
| New | +$20M | 8.74% | 1 |
|
|
2024
Q3 | $21.9M | Sell |
342,909
-11,935
| -3% | -$763K | 8.64% | 1 |
|
|
2024
Q2 | $20.5M | Buy |
354,844
+6,432
| +2% | +$372K | 8.74% | 2 |
|
|
2024
Q1 | $20.2M | Buy |
+348,412
| New | +$20.2M | 8.94% | 1 |
|
|
2023
Q3 | $17.4M | Buy |
351,465
+4,708
| +1% | +$234K | 9.13% | 1 |
|
|
2023
Q2 | $18.2M | Buy |
346,757
+13,657
| +4% | +$716K | 9.37% | 1 |
|
|
2023
Q1 | $16.7M | Buy |
+333,100
| New | +$16.7M | 8.91% | 1 |
|