Kellett Wealth Advisors’s iShares Core Dividend ETF DIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.69M | Buy |
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|
2025
Q2 | $1.39M | Buy |
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|
2025
Q1 | $619K | Buy |
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|
2024
Q4 | $463K | Sell |
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|
2024
Q3 | $723K | Hold |
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|
2024
Q2 | $660K | Sell |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $840K | Buy |
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|
2023
Q3 | $732K | Buy |
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|
2023
Q2 | $721K | Buy |
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|
2023
Q1 | $655K | Sell |
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|
2022
Q4 | $699K | Buy |
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|
2022
Q3 | $692K | Sell |
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|
2022
Q2 | $903K | Buy |
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|
2022
Q1 | $1M | Buy |
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|
2021
Q4 | $880K | Buy |
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