Rockwood Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$533K Sell
4,016
-235
-6% -$31.2K 0.05% 60
2025
Q1
$571K Buy
4,251
+1,491
+54% +$200K 0.06% 50
2024
Q4
$361K Buy
2,760
+862
+45% +$113K 0.04% 60
2024
Q3
$256K Sell
1,898
-203
-10% -$27.4K 0.03% 74
2024
Q2
$254K Buy
+2,101
New +$254K 0.03% 73