FWM
Foguth Wealth Management’s iShares Core Dividend ETF DIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.9M | Sell |
514,163
-129,857
| -20% | -$6.53M | 5.54% | 3 |
|
|
2025
Q1 | $31.2M | Buy |
644,020
+165,317
| +35% | +$8.02M | 7.58% | 1 |
|
|
2024
Q4 | $23.6M | Buy |
478,703
+157,256
| +49% | +$7.76M | 6.19% | 2 |
|
|
2024
Q3 | $15.5M | Buy |
321,447
+116,989
| +57% | +$5.66M | 5.65% | 3 |
|
|
2024
Q2 | $9.05M | Buy |
204,458
+164,700
| +414% | +$7.29M | 3.99% | 4 |
|
|
2024
Q1 | $1.77M | Buy |
+39,758
| New | +$1.77M | 0.95% | 28 |
|