IWA
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IBEX Wealth Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-4,347
Closed -$213K 177
2022
Q1
$213K Buy
4,347
+133
+3% +$6.52K 0.04% 158
2021
Q4
$218K Buy
4,214
+2,575
+157% +$133K 0.04% 171
2021
Q3
$78K Buy
+1,639
New +$78K 0.02% 239