Whelan Financial’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 | $522K | Sell |
8,163
-18
| -0.2% | -$1.15K | 0.19% | 39 |
|
|
2025
Q1 | $505K | Sell |
8,181
-204
| -2% | -$12.6K | 0.2% | 33 |
|
|
2024
Q4 | $514K | Sell |
8,385
-122
| -1% | -$7.48K | 0.2% | 30 |
|
|
2024
Q3 | $533K | Hold |
8,507
| – | – | 0.22% | 26 |
|
|
2024
Q2 | $490K | Sell |
8,507
-717
| -8% | -$41.3K | 0.22% | 27 |
|
|
2024
Q1 | $536K | Buy |
9,224
+4
| +0% | +$232 | 0.24% | 22 |
|
|
2023
Q4 | $496K | Buy |
+9,220
| New | +$496K | 0.23% | 22 |
|