RMR Wealth Builders’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
2026
Q1
$203K Buy
2025
Q2
Sell
2025
Q1
$259K Sell
2024
Q4
$337K Buy
2024
Q3
$343K Buy
2024
Q2
$307K Sell
2024
Q1
$317K Buy
2021
Q2
Sell
2021
Q1
$163K Buy
2020
Q4
$84K Sell
2020
Q3
$255K Buy
2020
Q2
$35K Buy
2019
Q4
$45K Buy