SPWG
Syntegra Private Wealth Group’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 | $313K | Sell |
4,899
-196
| -4% | -$12.5K | 0.03% | 146 |
|
|
2025
Q1 | $315K | Buy |
5,095
+104
| +2% | +$6.43K | 0.04% | 124 |
|
|
2024
Q4 | $306K | Sell |
4,991
-52
| -1% | -$3.19K | 0.03% | 122 |
|
|
2024
Q3 | $316K | Sell |
5,043
-189
| -4% | -$11.8K | 0.04% | 119 |
|
|
2024
Q2 | $301K | Sell |
5,232
-61
| -1% | -$3.51K | 0.04% | 116 |
|
|
2024
Q1 | $307K | Hold |
5,293
| – | – | 0.04% | 108 |
|
|
2023
Q4 | $285K | Buy |
5,293
+9
| +0.2% | +$484 | 0.04% | 107 |
|
|
2023
Q3 | $262K | Hold |
5,284
| – | – | 0.04% | 107 |
|
|
2023
Q2 | $272K | Buy |
5,284
+62
| +1% | +$3.2K | 0.04% | 111 |
|
|
2023
Q1 | $261K | Sell |
5,222
-223
| -4% | -$11.1K | 0.05% | 107 |
|
|
2022
Q4 | $272K | Buy |
+5,445
| New | +$272K | 0.05% | 86 |
|