United Advisor Group’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
Q1
Sell
-4,648
Closed -$285K 358
2024
Q4
$285K Sell
4,648
-698
-13% -$42.8K 0.06% 303
2024
Q3
$335K Buy
+5,346
New +$335K 0.08% 261