IWP
SDVY icon

IAG Wealth Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

IAG Wealth Partners’s Portfolio SDVY Stock Details SDVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-150
Closed -$5.38K – 527
2024
Q4 		$5.38K Hold
150
– – ﹤0.01% 418
2024
Q3 		$5.46K Hold
150
– – ﹤0.01% 397
2024
Q2 		$5.01K Hold
150
– – ﹤0.01% 401
2024
Q1 		$5.22K Buy
+150
New +$5.22K ﹤0.01% 373