Integrated Wealth Management’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
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