Mark Sheptoff Financial Planning’s iShares Select Dividend ETF DVY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$13.3K	Hold	100	–	–	0.01%	310
2025 Q1	$13.4K	Hold	100	–	–	0.01%	291
2024 Q4	$13.1K	Hold	100	–	–	0.01%	295
2024 Q3	$13.5K	Hold	100	–	–	0.01%	280
2024 Q2	$12.1K	Hold	100	–	–	0.01%	297
2024 Q1	$12.3K	Hold	100	–	–	0.01%	279
2023 Q4	$11.7K	Hold	100	–	–	0.01%	276
2023 Q3	$10.8K	Hold	100	–	–	0.01%	262
2023 Q2	$11.3K	Hold	100	–	–	0.01%	268
2023 Q1	$11.7K	Hold	100	–	–	0.01%	256
2022 Q4	$12.1K	Hold	100	–	–	0.01%	254
2022 Q3	$11K	Hold	100	–	–	0.01%	244
2022 Q2	$12K	Hold	100	–	–	0.01%	247
2022 Q1	$13K	Hold	100	–	–	0.01%	275
2021 Q4	$12K	Hold	100	–	–	0.01%	299
2021 Q3	$11K	Hold	100	–	–	0.01%	293
2021 Q2	$12K	Hold	100	–	–	0.01%	312
2021 Q1	$11K	Sell	100 -100	-50%	-$11K	0.01%	281
2020 Q4	$19K	Hold	200	–	–	0.01%	222
2020 Q3	$16K	Sell	200 -150	-43%	-$12K	0.01%	200
2020 Q2	$28K	Sell	350 -200	-36%	-$16K	0.02%	178
2020 Q1	$40K	Hold	550	–	–	0.03%	143
2019 Q4	$58K	Hold	550	–	–	0.04%	145
2019 Q3	$56K	Hold	550	–	–	0.04%	142
2019 Q2	$55K	Hold	550	–	–	0.04%	149
2019 Q1	$54K	Hold	550	–	–	0.04%	144
2018 Q4	$49K	Hold	550	–	–	0.04%	135
2018 Q3	$55K	Hold	550	–	–	0.04%	154
2018 Q2	$54K	Hold	550	–	–	0.04%	152
2018 Q1	$52K	Hold	550	–	–	0.04%	156
2017 Q4	$54K	Hold	550	–	–	0.04%	169
2017 Q3	$52K	Hold	550	–	–	0.03%	175
2017 Q2	$51K	Sell	550 -1	-0.2%	-$93	0.04%	176
2017 Q1	$50K	Buy	551 +1	+0.2%	+$91	0.04%	184
2016 Q4	$49K	Hold	550	–	–	0.04%	182
2016 Q3	$47K	Hold	550	–	–	0.03%	174
2016 Q2	$47K	Hold	550	–	–	0.04%	160
2016 Q1	$45K	Hold	550	–	–	0.04%	159
2015 Q4	$41K	Buy	+550	New	+$41K	0.03%	178