Howard Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $224K | Sell |
|
|||||
|
2025
Q2 | $213K | Buy |
|
|||||
|
2025
Q1 | $216K | Buy |
|
|||||
|
2024
Q4 | $211K | Buy |
|
|||||
|
2024
Q3 | $216K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $206K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $230K | Buy |
|
|||||
|
2021
Q4 | $205K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $204K | Sell |
|
|||||
|
2020
Q3 | $365K | Sell |
|
|||||
|
2020
Q2 | $472K | Hold |
|
|||||
|
2020
Q1 | $430K | Hold |
|
|||||
|
2019
Q4 | $618K | Buy |
|