Integrated Wealth Management (Palm Desert)’s iShares Select Dividend ETF DVY Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio DVY Stock Details DVY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$1.45M	Buy
2016 Q4	$1.35M	Buy
2016 Q3	$1.02M	Buy
2016 Q2	$524K	Buy
2016 Q1	$430K	Sell
2015 Q4	$462K	Buy
2015 Q3	$372K	Buy
2015 Q2	$354K	Sell
2015 Q1	$382K	Buy