Denver Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$280K Sell
2025
Q2
$272K Sell
2025
Q1
$280K Buy
2024
Q4
$263K Buy
2024
Q3
$268K Buy
2024
Q2
$239K Buy
2024
Q1
$242K Sell
2023
Q4
$447K Sell
2023
Q3
$438K Sell
2023
Q2
$720K Sell
2023
Q1
$1.11M Sell
2022
Q4
$1.3M Sell
2022
Q3
$1.22M Buy