Rockwood Wealth Management’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
Q3
$568K Sell
2025
Q2
$533K Sell
2025
Q1
$571K Buy
2024
Q4
$361K Buy
2024
Q3
$256K Sell
2024
Q2
$254K Buy