WCM
Whitener Capital Management’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 | $464K | Hold |
7,250
| – | – | 0.12% | 113 |
|
|
2025
Q1 | $448K | Sell |
7,250
-400
| -5% | -$24.7K | 0.13% | 110 |
|
|
2024
Q4 | $469K | Hold |
7,650
| – | – | 0.13% | 105 |
|
|
2024
Q3 | $480K | Hold |
7,650
| – | – | 0.14% | 105 |
|
|
2024
Q2 | $441K | Buy |
7,650
+100
| +1% | +$5.76K | 0.13% | 103 |
|
|
2024
Q1 | $438K | Buy |
7,550
+50
| +0.7% | +$2.9K | 0.14% | 105 |
|
|
2023
Q4 | $404K | Buy |
7,500
+100
| +1% | +$5.38K | 0.15% | 103 |
|
|
2023
Q3 | $367K | Hold |
7,400
| – | – | 0.15% | 99 |
|
|
2023
Q2 | $381K | Hold |
7,400
| – | – | 0.15% | 101 |
|
|
2023
Q1 | $370K | Buy |
7,400
+1,100
| +17% | +$55K | 0.15% | 100 |
|
|
2022
Q4 | $315K | Hold |
6,300
| – | – | 0.14% | 104 |
|
|
2022
Q3 | $280K | Hold |
6,300
| – | – | 0.13% | 107 |
|
|
2022
Q2 | $300K | Hold |
6,300
| – | – | 0.14% | 106 |
|
|
2022
Q1 | $336K | Sell |
6,300
-1,000
| -14% | -$53.3K | 0.13% | 113 |
|
|
2021
Q4 | $405K | Buy |
+7,300
| New | +$405K | 0.14% | 105 |
|
|
2021
Q3 | – | Sell |
-7,444
| Closed | -$374K | – | 129 |
|
|
2021
Q2 | $374K | Buy |
+7,444
| New | +$374K | 0.15% | 102 |
|