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 |
|