Iams Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.18M	Buy	75,797 +340	+0.5%	+$24.2K	1.8%	9
2025 Q4	$5.24M	Buy	75,457 +30,188	+67%	+$2.05M	1.89%	7
2025 Q3	$3.04M	Sell	45,269 -1,015	-2%	-$65.8K	1.22%	16
2025 Q2	$2.9M	Buy	46,284 +20,469	+79%	+$1.2M	1.33%	14
2025 Q1	$1.51M	Buy	25,815 +21,953	+568%	+$1.33M	0.69%	50
2024 Q4	$228K	Sell	3,862 -1,161	-23%	-$70.8K	0.1%	153
2024 Q3	$297K	Sell	5,023 -19,589	-80%	-$1.11M	0.15%	123
2024 Q2	$1.35M	Sell	24,612 -4,026	-14%	-$220K	0.74%	44
2024 Q1	$1.51M	Sell	28,638 -290	-1%	-$15.2K	0.92%	35
2023 Q4	$1.49M	Sell	28,928 -1,124	-4%	-$53.1K	0.97%	34
2023 Q3	$1.38M	Buy	+30,052	New	+$1.44M	0.96%	37
2023 Q2	–	Sell	-28,687	Closed	-$1.3M	–	237
2023 Q1	$1.27M	Buy	28,687 +5,089	+22%	+$234K	1.06%	33
2022 Q4	$1.04M	Buy	+23,598	New	+$1.03M	1.05%	21