Zhang 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 | $1.06M | Buy |
16,508
+10,219
| +162% | +$653K | 0.05% | 163 |
|
|
2025
Q1 | $389K | Buy |
6,289
+24
| +0.4% | +$1.48K | 0.02% | 221 |
|
|
2024
Q4 | $384K | Buy |
6,265
+28
| +0.4% | +$1.72K | 0.02% | 218 |
|
|
2024
Q3 | $391K | Buy |
6,237
+519
| +9% | +$32.5K | 0.02% | 211 |
|
|
2024
Q2 | $329K | Buy |
5,718
+464
| +9% | +$26.7K | 0.02% | 216 |
|
|
2024
Q1 | $305K | Buy |
5,254
+297
| +6% | +$17.2K | 0.02% | 223 |
|
|
2023
Q4 | $267K | Buy |
+4,957
| New | +$267K | 0.02% | 227 |
|
|
2023
Q3 | – | Sell |
-5,103
| Closed | -$263K | – | 238 |
|
|
2023
Q2 | $263K | Buy |
+5,103
| New | +$263K | 0.03% | 210 |
|
|
2022
Q2 | – | Sell |
-4,040
| Closed | -$216K | – | 220 |
|
|
2022
Q1 | $216K | Buy |
+4,040
| New | +$216K | 0.04% | 204 |
|