Symphony Financial’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 | $647K | Buy |
+9,961
| New | +$647K | 0.08% | 133 |
|
|
2025
Q1 | – | Sell |
-5,843
| Closed | -$369K | – | 125 |
|
|
2024
Q4 | $369K | Buy |
5,843
+272
| +5% | +$17.2K | 0.06% | 157 |
|
|
2024
Q3 | $348K | Buy |
5,571
+103
| +2% | +$6.43K | 0.06% | 173 |
|
|
2024
Q2 | $315K | Buy |
5,468
+313
| +6% | +$18K | 0.06% | 166 |
|
|
2024
Q1 | $299K | Buy |
5,155
+662
| +15% | +$38.4K | 0.07% | 152 |
|
|
2023
Q4 | $241K | Buy |
4,493
+154
| +4% | +$8.25K | 0.05% | 180 |
|
|
2023
Q3 | $213K | Buy |
4,339
+9
| +0.2% | +$442 | 0.05% | 149 |
|
|
2023
Q2 | $221K | Buy |
4,330
+6
| +0.1% | +$306 | 0.05% | 174 |
|
|
2023
Q1 | $214K | Buy |
+4,324
| New | +$214K | 0.06% | 195 |
|
|
2022
Q2 | – | Sell |
-4,165
| Closed | -$222K | – | 190 |
|
|
2022
Q1 | $222K | Sell |
4,165
-450
| -10% | -$24K | 0.05% | 180 |
|
|
2021
Q4 | $257K | Sell |
4,615
-605
| -12% | -$33.7K | 0.07% | 162 |
|
|
2021
Q3 | $266K | Hold |
5,220
| – | – | 0.09% | 149 |
|
|
2021
Q2 | $263K | Sell |
5,220
-834
| -14% | -$42K | 0.09% | 150 |
|
|
2021
Q1 | $297K | Buy |
+6,054
| New | +$297K | 0.08% | 154 |
|