Westside 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 | $211K | Buy |
3,302
+502
| +18% | +$32.1K | 0.04% | 249 |
|
|
2025
Q1 | $173K | Sell |
2,800
-1,273
| -31% | -$78.7K | 0.04% | 249 |
|
|
2024
Q4 | $250K | Sell |
4,073
-97
| -2% | -$5.95K | 0.05% | 208 |
|
|
2024
Q3 | $261K | Sell |
4,170
-77
| -2% | -$4.82K | 0.06% | 203 |
|
|
2024
Q2 | $245K | Sell |
4,247
-1,398
| -25% | -$80.6K | 0.06% | 206 |
|
|
2024
Q1 | $328K | Sell |
5,645
-441
| -7% | -$25.6K | 0.08% | 175 |
|
|
2023
Q4 | $328K | Sell |
6,086
-77
| -1% | -$4.15K | 0.08% | 170 |
|
|
2023
Q3 | $305K | Hold |
6,163
| – | – | 0.09% | 172 |
|
|
2023
Q2 | $318K | Buy |
6,163
+3
| +0% | +$155 | 0.09% | 171 |
|
|
2023
Q1 | $308K | Sell |
6,160
-92
| -1% | -$4.6K | 0.09% | 172 |
|
|
2022
Q4 | $312 | Buy |
6,252
+289
| +5% | +$14 | ﹤0.01% | 302 |
|
|
2022
Q3 | $265 | Buy |
5,963
+1,204
| +25% | +$54 | ﹤0.01% | 313 |
|
|
2022
Q2 | $226 | Buy |
4,759
+2,055
| +76% | +$98 | ﹤0.01% | 314 |
|
|
2022
Q1 | $144 | Buy |
2,704
+251
| +10% | +$13 | ﹤0.01% | 339 |
|
|
2021
Q4 | $136 | Buy |
2,453
+1
| +0% | – | ﹤0.01% | 328 |
|
|
2021
Q3 | $123 | Buy |
2,452
+476
| +24% | +$24 | ﹤0.01% | 327 |
|
|
2021
Q2 | $99 | Buy |
1,976
+1
| +0.1% | – | ﹤0.01% | 339 |
|
|
2021
Q1 | $95 | Buy |
1,975
+1,228
| +164% | +$59 | ﹤0.01% | 334 |
|
|
2020
Q4 | $33 | Buy |
747
+101
| +16% | +$4 | ﹤0.01% | 378 |
|
|
2020
Q3 | $25 | Buy |
646
+452
| +233% | +$17 | ﹤0.01% | 396 |
|
|
2020
Q2 | $7 | Buy |
194
+1
| +0.5% | – | ﹤0.01% | 505 |
|
|
2020
Q1 | $6 | Buy |
+193
| New | +$6 | ﹤0.01% | 514 |
|
|
2019
Q2 | $7 | Buy |
+189
| New | +$7 | ﹤0.01% | 518 |
|
|
2018
Q4 | $6.22K | Buy |
+187
| New | +$6.22K | ﹤0.01% | 534 |
|
|
2018
Q3 | – | Sell |
-185
| Closed | -$6.36K | – | 738 |
|
|
2018
Q2 | $6.36K | Buy |
185
+1
| +0.5% | +$34 | ﹤0.01% | 647 |
|
|
2018
Q1 | $6.11K | Buy |
184
+1
| +0.5% | +$33 | ﹤0.01% | 633 |
|
|
2017
Q4 | $6.51K | Buy |
183
+1
| +0.5% | +$36 | ﹤0.01% | 646 |
|
|
2017
Q3 | $5.97K | Buy |
182
+1
| +0.6% | +$33 | ﹤0.01% | 643 |
|
|
2017
Q2 | $5.68K | Hold |
181
| – | – | ﹤0.01% | 641 |
|
|
2017
Q1 | $5.46K | Buy |
+181
| New | +$5.46K | ﹤0.01% | 614 |
|