West Wealth Group’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 | $721K | Sell |
11,127
-2,208
| -17% | -$143K | 0.18% | 41 |
|
|
2025
Q1 | $822K | Buy |
13,335
+2,246
| +20% | +$138K | 0.24% | 34 |
|
|
2024
Q4 | $680K | Sell |
11,089
-248
| -2% | -$15.2K | 0.2% | 36 |
|
|
2024
Q3 | $711K | Sell |
11,337
-536
| -5% | -$33.6K | 0.23% | 35 |
|
|
2024
Q2 | $684K | Sell |
11,873
-1,241
| -9% | -$71.5K | 0.24% | 39 |
|
|
2024
Q1 | $761K | Buy |
+13,114
| New | +$761K | 0.28% | 39 |
|