IWA
IBEX Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,624
| Closed | -$213K | – | 145 |
|
|
2024
Q4 | $213K | Buy |
+1,624
| New | +$213K | 0.03% | 197 |
|
|
2021
Q4 | – | Sell |
-730
| Closed | -$84K | – | 252 |
|
|
2021
Q3 | $84K | Buy |
+730
| New | +$84K | 0.02% | 234 |
|
|
2019
Q3 | – | Sell |
-730
| Closed | -$72K | – | 142 |
|
|
2019
Q2 | $72K | Buy |
+730
| New | +$72K | 0.02% | 183 |
|
|
2017
Q1 | – | Sell |
-990
| Closed | -$88K | – | 152 |
|
|
2016
Q4 | $88K | Buy |
+990
| New | +$88K | 0.04% | 147 |
|