Iams Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Buy |
46,284
+20,469
| +79% | +$1.28M | 1.33% | 14 |
|
|
2025
Q1 | $1.51M | Buy |
25,815
+21,953
| +568% | +$1.29M | 0.69% | 50 |
|
|
2024
Q4 | $228K | Sell |
3,862
-1,161
| -23% | -$68.7K | 0.1% | 152 |
|
|
2024
Q3 | $297K | Sell |
5,023
-19,589
| -80% | -$1.16M | 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% | -$15.3K | 0.92% | 35 |
|
|
2023
Q4 | $1.49M | Sell |
28,928
-1,124
| -4% | -$58.1K | 0.97% | 34 |
|
|
2023
Q3 | $1.38M | Buy |
+30,052
| New | +$1.38M | 0.96% | 37 |
|
|
2023
Q2 | – | Sell |
-28,687
| Closed | -$1.27M | – | 110 |
|
|
2023
Q1 | $1.27M | Buy |
28,687
+5,089
| +22% | +$226K | 1.06% | 33 |
|
|
2022
Q4 | $1.04M | Buy |
+23,598
| New | +$1.04M | 1.05% | 21 |
|