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

Sterling Wealth Management’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$279K	Hold
2025 Q2	$260K	Buy
2024 Q4	$257K	Hold
2024 Q3	$265K	Hold
2024 Q2	$237K	Hold
2024 Q1	$242K	Hold
2023 Q4	$230K	Buy