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

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$297K	Hold
2025 Q4	$277K	Hold
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