W Advisors LLC’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
$620K Hold
9,697
0.36% 63
2025
Q1
$599K Hold
9,697
0.38% 64
2024
Q4
$595K Hold
9,697
0.37% 59
2024
Q3
$608K Hold
9,697
0.37% 59
2024
Q2
$559K Hold
9,697
0.37% 61
2024
Q1
$563K Hold
9,697
0.39% 59
2023
Q4
$522K Hold
9,697
0.39% 60
2023
Q3
$480K Hold
9,697
0.39% 59
2023
Q2
$500K Hold
9,697
0.39% 59
2023
Q1
$485K Buy
+9,697
New +$485K 0.4% 62