Independent Wealth Network’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
Q3
$1.18M Sell
2025
Q2
$1.11M Buy
2025
Q1
$1.11M Sell
2024
Q4
$1.09M Buy
2024
Q3
$955K Sell
2024
Q2
$885K Sell
2024
Q1
$944K Sell
2023
Q4
$903K Buy
2023
Q3
$706K Sell
2023
Q2
$792K Sell
2023
Q1
$904K Sell
2022
Q4
$949K Buy
2022
Q3
$833K Buy
2022
Q2
$914K Buy
2022
Q1
$970K Sell
2021
Q4
$966K Buy
2021
Q3
$883K Buy