Wealth Effects’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 | $545K | Sell |
8,521
-10
| -0.1% | -$639 | 0.2% | 93 |
|
|
2025
Q1 | $527K | Hold |
8,531
| – | – | 0.22% | 91 |
|
|
2024
Q4 | $523K | Sell |
8,531
-447
| -5% | -$27.4K | 0.19% | 106 |
|
|
2024
Q3 | $563K | Sell |
8,978
-5
| -0.1% | -$313 | 0.2% | 98 |
|
|
2024
Q2 | $518K | Sell |
8,983
-1,827
| -17% | -$105K | 0.19% | 101 |
|
|
2024
Q1 | $628K | Sell |
10,810
-2,631
| -20% | -$153K | 0.23% | 88 |
|
|
2023
Q4 | $723K | Buy |
13,441
+5,999
| +81% | +$323K | 0.27% | 86 |
|
|
2023
Q3 | $369K | Buy |
7,442
+100
| +1% | +$4.95K | 0.18% | 113 |
|
|
2023
Q2 | $378K | Buy |
7,342
+451
| +7% | +$23.2K | 0.17% | 121 |
|
|
2023
Q1 | $344K | Buy |
6,891
+1,741
| +34% | +$87K | 0.18% | 127 |
|
|
2022
Q4 | $258K | Buy |
+5,150
| New | +$258K | 0.15% | 146 |
|