Pacific Wealth Strategies Group’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
Q4
$230K Buy
2020
Q3
Sell
2020
Q2
$1.83M Sell
2020
Q1
$1.68M Sell
2019
Q4
$3.84M Buy
2019
Q3
$3.64M Buy
2019
Q2
$3.53M Buy
2019
Q1
$3.48M Buy
2018
Q4
$3.16M Buy
2018
Q3
$3.47M Buy
2018
Q2
$3.36M Buy
2018
Q1
$3.23M Buy
2017
Q4
$3.28M Buy
2017
Q3
$3.01M Buy
2017
Q2
$2.76M Buy
2017
Q1
$2.72M Buy
2016
Q4
$521K Buy