FWA
FOCUS 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 | $5.35M | Buy |
40,272
+359
| +0.9% | +$47.7K | 2.78% | 12 |
|
|
2025
Q1 | $5.36M | Sell |
39,913
-52
| -0.1% | -$6.98K | 2.96% | 10 |
|
|
2024
Q4 | $5.25M | Hold |
39,965
| – | – | 2.78% | 13 |
|
|
2024
Q3 | $5.4M | Sell |
39,965
-266
| -0.7% | -$35.9K | 2.69% | 11 |
|
|
2024
Q2 | $4.87M | Buy |
40,231
+3,214
| +9% | +$389K | 2.5% | 12 |
|
|
2024
Q1 | $4.56M | Buy |
37,017
+5,597
| +18% | +$689K | 2.44% | 13 |
|
|
2023
Q4 | $3.68M | Buy |
31,420
+4,685
| +18% | +$549K | 2.33% | 12 |
|
|
2023
Q3 | $2.88M | Sell |
26,735
-26
| -0.1% | -$2.8K | 2% | 15 |
|
|
2023
Q2 | $3.03M | Sell |
26,761
-1,839
| -6% | -$208K | 2.05% | 14 |
|
|
2023
Q1 | $3.35M | Buy |
+28,600
| New | +$3.35M | 2.2% | 13 |
|