WFA
West Financial 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 | $70.2K | Hold |
1,098
| – | – | 0.01% | 90 |
|
|
2025
Q1 | $67.8K | Sell |
1,098
-540
| -33% | -$33.4K | 0.01% | 88 |
|
|
2024
Q4 | $100K | Sell |
1,638
-84
| -5% | -$5.15K | 0.02% | 77 |
|
|
2024
Q3 | $108K | Hold |
1,722
| – | – | 0.02% | 68 |
|
|
2024
Q2 | $99.2K | Sell |
1,722
-173
| -9% | -$9.97K | 0.02% | 67 |
|
|
2024
Q1 | $110K | Hold |
1,895
| – | – | 0.02% | 66 |
|
|
2023
Q4 | $102K | Hold |
1,895
| – | – | 0.02% | 65 |
|
|
2023
Q3 | $93.9K | Hold |
1,895
| – | – | 0.02% | 67 |
|
|
2023
Q2 | $97.7K | Hold |
1,895
| – | – | 0.02% | 64 |
|
|
2023
Q1 | $94.7K | Hold |
1,895
| – | – | 0.02% | 67 |
|
|
2022
Q4 | $94.8K | Hold |
1,895
| – | – | 0.03% | 65 |
|
|
2022
Q3 | $84K | Hold |
1,895
| – | – | 0.03% | 81 |
|
|
2022
Q2 | $90K | Hold |
1,895
| – | – | 0.03% | 80 |
|
|
2022
Q1 | $101K | Hold |
1,895
| – | – | 0.03% | 81 |
|
|
2021
Q4 | $105K | Buy |
1,895
+1,845
| +3,690% | +$102K | 0.03% | 85 |
|
|
2021
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 139 |
|
|
2021
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 134 |
|
|
2021
Q1 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 140 |
|