Tobias Financial Advisors’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
$232K Sell
3,634
-285
-7% -$18.2K 0.04% 110
2025
Q1
$242K Buy
3,919
+17
+0.4% +$1.05K 0.05% 99
2024
Q4
$239K Buy
3,902
+233
+6% +$14.3K 0.05% 99
2024
Q3
$230K Buy
+3,669
New +$230K 0.05% 99