MSWM
Mowery & Schoenfeld 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 | $604K | Hold |
4,545
| – | – | 0.92% | 18 |
|
|
2025
Q1 | $610K | Hold |
4,545
| – | – | 1.2% | 19 |
|
|
2024
Q4 | $597K | Hold |
4,545
| – | – | 1.16% | 17 |
|
|
2024
Q3 | $614K | Hold |
4,545
| – | – | 0.97% | 16 |
|
|
2024
Q2 | $550K | Hold |
4,545
| – | – | 0.79% | 17 |
|
|
2024
Q1 | $560K | Hold |
4,545
| – | – | 1.08% | 17 |
|
|
2023
Q4 | $533K | Buy |
+4,545
| New | +$533K | 1.08% | 17 |
|