Hurlow Wealth Management Group’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	–	Sell	-4,079	Closed	-$542K	–	123
2025 Q2	$542K	Hold	4,079	–	–	0.15%	59
2025 Q1	$548K	Sell	4,079 -90	-2%	-$12.1K	0.17%	55
2024 Q4	$547K	Hold	4,169	–	–	0.17%	58
2024 Q3	$563K	Sell	4,169 -759	-15%	-$98.1K	0.18%	61
2024 Q2	$596K	Sell	4,928 -226	-4%	-$27.4K	0.2%	50
2024 Q1	$635K	Hold	5,154	–	–	0.22%	48
2023 Q4	$604K	Hold	5,154	–	–	0.23%	47
2023 Q3	$555K	Hold	5,154	–	–	0.24%	49
2023 Q2	$584K	Hold	5,154	–	–	0.25%	48
2023 Q1	$604K	Hold	5,154	–	–	0.28%	45
2022 Q4	$622K	Hold	5,154	–	–	0.32%	47
2022 Q3	$553K	Hold	5,154	–	–	0.32%	47
2022 Q2	$606K	Hold	5,154	–	–	0.35%	41
2022 Q1	$660K	Hold	5,154	–	–	0.4%	36
2021 Q4	$498K	Hold	5,154	–	–	0.39%	47
2021 Q3	$591K	Hold	5,154	–	–	0.35%	42
2021 Q2	$601K	Hold	5,154	–	–	0.4%	40
2021 Q1	$588K	Hold	5,154	–	–	0.42%	40
2020 Q4	$496K	Hold	5,154	–	–	0.39%	47
2020 Q3	$420K	Hold	5,154	–	–	0.38%	49
2020 Q2	$414K	Hold	5,154	–	–	0.4%	47
2020 Q1	$400K	Hold	5,154	–	–	0.43%	52
2019 Q4	$545K	Hold	5,154	–	–	0.53%	39
2019 Q3	$518K	Hold	5,154	–	–	0.55%	41
2019 Q2	$519K	Hold	5,154	–	–	0.55%	39
2019 Q1	$521K	Hold	5,154	–	–	0.56%	39
2018 Q4	$481K	Buy	+5,154	New	+$494K	0.58%	35