WCG
Weaver Consulting Group’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 | $3.03M | Sell |
47,413
-1,179
| -2% | -$75.4K | 0.84% | 34 |
|
2025
Q1 | $3M | Sell |
48,592
-1,371
| -3% | -$84.7K | 0.9% | 28 |
|
2024
Q4 | $3.06M | Sell |
49,963
-292
| -0.6% | -$17.9K | 0.94% | 28 |
|
2024
Q3 | $3.15M | Hold |
50,255
| – | – | 1% | 24 |
|
2024
Q2 | $2.9M | Hold |
50,255
| – | – | 1.01% | 25 |
|
2024
Q1 | $2.92M | Hold |
50,255
| – | – | 1.08% | 24 |
|
2023
Q4 | $2.7M | Buy |
50,255
+18
| +0% | +$969 | 1.1% | 23 |
|
2023
Q3 | $2.49M | Sell |
50,237
-1,030
| -2% | -$51K | 1.12% | 22 |
|
2023
Q2 | $2.64M | Sell |
51,267
-162
| -0.3% | -$8.35K | 1.17% | 21 |
|
2023
Q1 | $2.57M | Buy |
51,429
+293
| +0.6% | +$14.6K | 1.18% | 20 |
|
2022
Q4 | $2.56M | Sell |
51,136
-382
| -0.7% | -$19.1K | 1.3% | 18 |
|
2022
Q3 | $2.29M | Sell |
51,518
-1,763
| -3% | -$78.4K | 1.32% | 18 |
|
2022
Q2 | $2.54M | Sell |
53,281
-2,250
| -4% | -$107K | 1.42% | 15 |
|
2022
Q1 | $2.97M | Buy |
55,531
+5
| +0% | +$267 | 1.44% | 15 |
|
2021
Q4 | $3.09M | Sell |
55,526
-689
| -1% | -$38.3K | 1.49% | 16 |
|
2021
Q3 | $2.82M | Sell |
56,215
-159
| -0.3% | -$7.99K | 1.53% | 16 |
|
2021
Q2 | $2.84M | Sell |
56,374
-10,856
| -16% | -$547K | 1.6% | 14 |
|
2021
Q1 | $3.25M | Buy |
67,230
+989
| +1% | +$47.7K | 1.99% | 10 |
|
2020
Q4 | $2.97M | Buy |
66,241
+14,850
| +29% | +$666K | 1.85% | 12 |
|
2020
Q3 | $2.05M | Sell |
51,391
-1,337
| -3% | -$53.2K | 1.18% | 18 |
|
2020
Q2 | $1.98M | Sell |
52,728
-10,968
| -17% | -$412K | 1.15% | 20 |
|
2020
Q1 | $2.08M | Sell |
63,696
-5,242
| -8% | -$171K | 1.36% | 15 |
|
2019
Q4 | $2.7M | Buy |
68,938
+7,738
| +13% | +$303K | 1.44% | 15 |
|
2019
Q3 | $2.4M | Buy |
61,200
+2,363
| +4% | +$92.6K | 1.27% | 18 |
|
2019
Q2 | $2.25M | Buy |
58,837
+6,015
| +11% | +$230K | 1.23% | 17 |
|
2019
Q1 | $2M | Buy |
+52,822
| New | +$2M | 0.56% | 29 |
|