FTWA
Fifth Third Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.4M | Buy |
145,736
+313
| +0.2% | +$41.6K | 0.81% | 17 |
|
|
2025
Q1 | $19.5M | Buy |
145,423
+15,881
| +12% | +$2.13M | 1.01% | 14 |
|
|
2024
Q4 | $17M | Sell |
129,542
-2,580
| -2% | -$339K | 0.92% | 16 |
|
|
2024
Q3 | $17.8M | Buy |
132,122
+10,637
| +9% | +$1.44M | 1.09% | 13 |
|
|
2024
Q2 | $14.7M | Buy |
121,485
+48,377
| +66% | +$5.85M | 1.11% | 13 |
|
|
2024
Q1 | $9.01M | Buy |
73,108
+64,288
| +729% | +$7.92M | 1.4% | 12 |
|
|
2023
Q4 | $1.03M | Buy |
8,820
+917
| +12% | +$107K | 0.34% | 67 |
|
|
2023
Q3 | $851K | Buy |
7,903
+5
| +0.1% | +$538 | 0.34% | 76 |
|
|
2023
Q2 | $895K | Buy |
+7,898
| New | +$895K | 0.58% | 48 |
|