Kerntke Otto McGlone Wealth Management Group’s iShares Select Dividend ETF DVY Stock Holding History

Kerntke Otto McGlone Wealth Management Group’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$224K	Buy
2025 Q2	$209K	Buy
2025 Q1	$206K	Sell
2024 Q4	$203K	Buy
2024 Q3	$206K	Buy
2023 Q1	–	Sell
2022 Q4	$188K	Buy
2021 Q3	–	Sell
2021 Q2	$207K	Buy