U.S. Capital Wealth 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 | $813K | Buy |
12,709
+3,547
| +39% | +$227K | 0.02% | 478 |
|
|
2025
Q1 | $566K | Sell |
9,162
-44,790
| -83% | -$2.77M | 0.02% | 561 |
|
|
2024
Q4 | $3.31M | Buy |
53,952
+17,500
| +48% | +$1.07M | 0.1% | 203 |
|
|
2024
Q3 | $2.29M | Buy |
+36,452
| New | +$2.29M | 0.08% | 230 |
|
|
2023
Q4 | – | Sell |
-5,269
| Closed | -$261K | – | 671 |
|
|
2023
Q3 | $261K | Sell |
5,269
-350
| -6% | -$17.3K | 0.01% | 548 |
|
|
2023
Q2 | $290K | Buy |
+5,619
| New | +$290K | 0.01% | 541 |
|