WWA
WCG Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Buy |
36,753
+1,228
| +3% | +$78.5K | 0.15% | 144 |
|
|
2025
Q1 | $2.19M | Sell |
35,525
-4,668
| -12% | -$288K | 0.17% | 137 |
|
|
2024
Q4 | $2.47M | Sell |
40,193
-2,665
| -6% | -$163K | 0.16% | 136 |
|
|
2024
Q3 | $2.69M | Buy |
42,858
+2,530
| +6% | +$159K | 0.18% | 129 |
|
|
2024
Q2 | $2.32M | Buy |
+40,328
| New | +$2.32M | 0.17% | 123 |
|
|
2023
Q4 | – | Sell |
-14,159
| Closed | -$756K | – | 298 |
|
|
2023
Q3 | $756K | Buy |
+14,159
| New | +$756K | 0.06% | 221 |
|
|
2022
Q4 | – | Sell |
-5,607
| Closed | -$441K | – | 180 |
|
|
2022
Q3 | $441K | Sell |
5,607
-4,029
| -42% | -$317K | 0.06% | 196 |
|
|
2022
Q2 | $459K | Buy |
+9,636
| New | +$459K | 0.06% | 176 |
|