MWM
Mission Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.18M | Buy |
23,978
+1,010
| +4% | +$134K | 0.07% | 153 |
|
|
2025
Q1 | $3.08M | Sell |
22,968
-942
| -4% | -$126K | 0.08% | 142 |
|
|
2024
Q4 | $3.14M | Buy |
23,910
+931
| +4% | +$122K | 0.07% | 131 |
|
|
2024
Q3 | $3.1M | Sell |
22,979
-788
| -3% | -$106K | 0.08% | 131 |
|
|
2024
Q2 | $2.88M | Buy |
23,767
+3,053
| +15% | +$369K | 0.08% | 134 |
|
|
2024
Q1 | $2.55M | Sell |
20,714
-143
| -0.7% | -$17.6K | 0.07% | 148 |
|
|
2023
Q4 | $2.44M | Buy |
20,857
+635
| +3% | +$74.4K | 0.08% | 122 |
|
|
2023
Q3 | $2.18M | Sell |
20,222
-392
| -2% | -$42.2K | 0.08% | 116 |
|
|
2023
Q2 | $2.34M | Buy |
20,614
+219
| +1% | +$24.8K | 0.09% | 115 |
|
|
2023
Q1 | $2.39M | Buy |
+20,395
| New | +$2.39M | 0.1% | 111 |
|