Hurlow Wealth Management Group’s iShares Select Dividend ETF DVY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
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%	-$103K	0.18%	61
2024 Q2	$596K	Sell	4,928 -226	-4%	-$27.3K	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	+$481K	0.58%	35