TWM
TriaGen Wealth Management’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 | $9.11M | Buy |
142,482
+7,150
| +5% | +$457K | 2.76% | 6 |
|
|
2025
Q1 | $8.36M | Buy |
135,332
+1,106
| +0.8% | +$68.3K | 2.95% | 6 |
|
|
2024
Q4 | $8.23M | Buy |
134,226
+1,908
| +1% | +$117K | 2.77% | 7 |
|
|
2024
Q3 | $8.3M | Buy |
132,318
+5,866
| +5% | +$368K | 2.78% | 7 |
|
|
2024
Q2 | $7.28M | Buy |
126,452
+272
| +0.2% | +$15.7K | 2.81% | 8 |
|
|
2024
Q1 | $7.33M | Buy |
126,180
+14,141
| +13% | +$821K | 3.04% | 8 |
|
|
2023
Q4 | $6.03M | Buy |
112,039
+7,729
| +7% | +$416K | 2.87% | 6 |
|
|
2023
Q3 | $5.17M | Buy |
104,310
+4,042
| +4% | +$200K | 2.64% | 7 |
|
|
2023
Q2 | $5.17M | Buy |
100,268
+2,583
| +3% | +$133K | 2.36% | 7 |
|
|
2023
Q1 | $4.88M | Buy |
97,685
+4,330
| +5% | +$216K | 2.45% | 8 |
|
|
2022
Q4 | $4.67M | Buy |
93,355
+2,520
| +3% | +$126K | 2.59% | 7 |
|
|
2022
Q3 | $4.04M | Buy |
90,835
+9,284
| +11% | +$413K | 2.23% | 9 |
|
|
2022
Q2 | $3.89M | Buy |
81,551
+3,776
| +5% | +$180K | 2.76% | 4 |
|
|
2022
Q1 | $4.15M | Buy |
77,775
+5,059
| +7% | +$270K | 2.16% | 5 |
|
|
2021
Q4 | $4.04M | Buy |
72,716
+362
| +0.5% | +$20.1K | 2% | 5 |
|
|
2021
Q3 | $3.64M | Sell |
72,354
-3,104
| -4% | -$156K | 1.98% | 5 |
|
|
2021
Q2 | $3.9M | Buy |
75,458
+8,323
| +12% | +$430K | 2.01% | 5 |
|
|
2021
Q1 | $3.24M | Buy |
67,135
+7,653
| +13% | +$369K | 1.86% | 9 |
|
|
2020
Q4 | $2.67M | Buy |
+59,482
| New | +$2.67M | 1.56% | 9 |
|