WealthPlan Investment 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 | $21.7M | Buy |
339,572
+43,013
| +15% | +$2.75M | 1.58% | 7 |
|
|
2025
Q1 | $18.3M | Sell |
296,559
-20,912
| -7% | -$1.29M | 1.8% | 6 |
|
|
2024
Q4 | $19.5M | Buy |
317,471
+47,843
| +18% | +$2.93M | 1.92% | 6 |
|
|
2024
Q3 | $16.9M | Buy |
269,628
+170,636
| +172% | +$10.7M | 1.71% | 7 |
|
|
2024
Q2 | $5.7M | Buy |
98,992
+2,740
| +3% | +$158K | 0.86% | 50 |
|
|
2024
Q1 | $5.59M | Sell |
96,252
-37,643
| -28% | -$2.19M | 0.85% | 48 |
|
|
2023
Q4 | $7.21M | Buy |
133,895
+11,922
| +10% | +$642K | 1.15% | 33 |
|
|
2023
Q3 | $6.04M | Buy |
121,973
+21,669
| +22% | +$1.07M | 1.07% | 39 |
|
|
2023
Q2 | $5.17M | Sell |
100,304
-43,257
| -30% | -$2.23M | 1.54% | 17 |
|
|
2023
Q1 | $7.18M | Sell |
143,561
-344,526
| -71% | -$17.2M | 1.24% | 33 |
|
|
2022
Q4 | $25.3M | Sell |
488,087
-4,568
| -0.9% | -$237K | 1.77% | 6 |
|
|
2022
Q3 | $25M | Buy |
+492,655
| New | +$25M | 1.83% | 5 |
|
|
2022
Q1 | $30.9M | Buy |
+610,960
| New | +$30.9M | 2.14% | 5 |
|