IBEX Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$213K Buy
2021
Q4
Sell
2021
Q3
$84K Buy
2019
Q3
Sell
2019
Q2
$72K Buy
2017
Q1
Sell
2016
Q4
$88K Buy