Mission 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
2025
Q3
$3.38M Sell
2025
Q2
$3.18M Buy
2025
Q1
$3.08M Sell
2024
Q4
$3.14M Buy
2024
Q3
$3.1M Sell
2024
Q2
$2.88M Buy
2024
Q1
$2.55M Sell
2023
Q4
$2.44M Buy
2023
Q3
$2.18M Sell
2023
Q2
$2.34M Buy
2023
Q1
$2.39M Buy