Wealthspire Advisors (New York)’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 | $2.09M | Sell |
32,687
-559
| -2% | -$35.7K | 0.01% | 273 |
|
|
2025
Q1 | $2.05M | Buy |
33,246
+498
| +2% | +$30.8K | 0.01% | 273 |
|
|
2024
Q4 | $2.01M | Buy |
32,748
+487
| +2% | +$29.9K | 0.02% | 246 |
|
|
2024
Q3 | $2.02M | Buy |
32,261
+16
| +0% | +$1K | 0.02% | 253 |
|
|
2024
Q2 | $1.86M | Sell |
32,245
-1,749
| -5% | -$101K | 0.02% | 214 |
|
|
2024
Q1 | $1.97M | Sell |
33,994
-1,469
| -4% | -$85.3K | 0.03% | 199 |
|
|
2023
Q4 | $1.91M | Sell |
35,463
-2,596
| -7% | -$140K | 0.03% | 204 |
|
|
2023
Q3 | $1.89M | Sell |
38,059
-1,258
| -3% | -$62.3K | 0.03% | 179 |
|
|
2023
Q2 | $2.03M | Sell |
39,317
-810
| -2% | -$41.7K | 0.03% | 151 |
|
|
2023
Q1 | $2.01M | Sell |
40,127
-1,785
| -4% | -$89.2K | 0.03% | 151 |
|
|
2022
Q4 | $2.1M | Sell |
41,912
-1,052
| -2% | -$52.6K | 0.04% | 150 |
|
|
2022
Q3 | $1.91M | Sell |
42,964
-2,173
| -5% | -$96.7K | 0.04% | 148 |
|
|
2022
Q2 | $2.15M | Buy |
45,137
+14,763
| +49% | +$703K | 0.04% | 138 |
|
|
2022
Q1 | $1.62M | Sell |
30,374
-142
| -0.5% | -$7.58K | 0.04% | 143 |
|
|
2021
Q4 | $1.7M | Hold |
30,516
| – | – | 0.04% | 161 |
|
|
2021
Q3 | $1.53M | Buy |
+30,516
| New | +$1.53M | 0.03% | 195 |
|
|
2021
Q2 | – | Sell |
-24,256
| Closed | -$1.17M | – | 448 |
|
|
2021
Q1 | $1.17M | Buy |
+24,256
| New | +$1.17M | 0.03% | 236 |
|