Winthrop Advisory 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
$2.57M Buy
+40,208
New +$2.57M 0.25% 47
2022
Q3
Sell
-7,393
Closed -$352K 123
2022
Q2
$352K Sell
7,393
-348
-4% -$16.6K 0.08% 78
2022
Q1
$413K Buy
7,741
+32
+0.4% +$1.71K 0.09% 81
2021
Q4
$428K Buy
7,709
+2,136
+38% +$119K 0.09% 77
2021
Q3
$280K Buy
+5,573
New +$280K 0.06% 106