Householder Group Estate & Retirement Specialist’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
2024
Q4
$12K Sell
2024
Q3
$1.53M Sell
2024
Q2
$1.89M Sell
2024
Q1
$2.72M Sell
2023
Q4
$2.73M Sell
2023
Q3
$2.68M Buy
2023
Q1
$3.23M Buy
2022
Q4
Sell
2022
Q3
$2.78M Sell
2022
Q2
$3.13M Buy
2022
Q1
$3.39M Sell
2021
Q4
$3.29M Buy