Family Asset Management’s iShares Core Dividend ETF DIVB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$373K Sell
7,693
-3
-0% -$145 0.22% 81
2024
Q2
$340K Buy
7,696
+3
+0% +$133 0.22% 83
2024
Q1
$342K Sell
7,693
-3,531
-31% -$157K 0.21% 83
2023
Q4
$461K Buy
11,224
+9,635
+606% +$396K 0.31% 69
2023
Q3
$59.2K Sell
1,589
-560
-26% -$20.8K 0.04% 123
2023
Q2
$82.2K Hold
2,149
0.06% 127
2023
Q1
$80.2K Buy
+2,149
New +$80.2K 0.06% 123