USAdvisors Wealth Management’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
$1.61M Buy
25,175
+216
+0.9% +$13.8K 0.6% 42
2025
Q1
$1.54M Sell
24,959
-2,754
-10% -$170K 0.54% 45
2024
Q4
$1.7M Buy
27,713
+228
+0.8% +$14K 0.55% 46
2024
Q3
$1.72M Sell
27,485
-400
-1% -$25K 0.6% 46
2024
Q2
$1.61M Sell
27,885
-1,685
-6% -$97K 0.57% 47
2024
Q1
$1.71M Sell
29,570
-1,287
-4% -$74.5K 0.65% 48
2023
Q4
$1.66M Sell
30,857
-6,436
-17% -$346K 0.69% 44
2023
Q3
$1.85M Sell
37,293
-486
-1% -$24.1K 0.82% 36
2023
Q2
$1.95M Buy
37,779
+11,860
+46% +$612K 0.92% 32
2023
Q1
$1.3M Sell
25,919
-115
-0.4% -$5.75K 0.62% 45
2022
Q4
$1.3M Buy
26,034
+37
+0.1% +$1.85K 0.63% 41
2022
Q3
$1.16M Buy
25,997
+1,363
+6% +$60.6K 0.59% 42
2022
Q2
$1.17M Buy
24,634
+958
+4% +$45.7K 0.59% 41
2022
Q1
$1.27M Buy
23,676
+565
+2% +$30.2K 0.54% 46
2021
Q4
$1.29M Buy
23,111
+789
+4% +$43.9K 0.52% 42
2021
Q3
$1.12M Buy
22,322
+284
+1% +$14.3K 0.49% 48
2021
Q2
$1.11M Buy
22,038
+1,006
+5% +$50.7K 0.6% 42
2021
Q1
$1.02M Buy
21,032
+3,103
+17% +$150K 0.49% 48
2020
Q4
$791K Buy
+17,929
New +$791K 0.38% 48