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
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