Mowery & Schoenfeld Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio DVY Stock Details DVY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$688K	Hold
2025 Q4	$641K	Hold
2025 Q3	$646K	Hold
2025 Q2	$604K	Hold
2025 Q1	$610K	Hold
2024 Q4	$597K	Hold
2024 Q3	$614K	Hold
2024 Q2	$550K	Hold
2024 Q1	$560K	Hold
2023 Q4	$533K	Buy