TI
tru Independence’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
30,776
+203
| +0.7% | +$7.16K | 0.31% | 57 |
|
|
2025
Q1 | $1.02M | Sell |
30,573
-466
| -2% | -$15.6K | 0.32% | 58 |
|
|
2024
Q4 | $1.11M | Buy |
31,039
+362
| +1% | +$13K | 0.35% | 58 |
|
|
2024
Q3 | $1.12M | Sell |
30,677
-301
| -1% | -$11K | 0.33% | 61 |
|
|
2024
Q2 | $1.03M | Buy |
30,978
+1,957
| +7% | +$65.3K | 0.31% | 61 |
|
|
2024
Q1 | $1.01M | Buy |
29,021
+2,618
| +10% | +$91.2K | 0.3% | 64 |
|
|
2023
Q4 | $865K | Buy |
26,403
+12,372
| +88% | +$405K | 0.26% | 70 |
|
|
2023
Q3 | $396K | Buy |
14,031
+2,032
| +17% | +$57.4K | 0.14% | 89 |
|
|
2023
Q2 | $340K | Buy |
11,999
+1,153
| +11% | +$32.6K | 0.11% | 97 |
|
|
2023
Q1 | $289K | Sell |
10,846
-321
| -3% | -$8.56K | 0.09% | 100 |
|
|
2022
Q4 | $291K | Sell |
11,167
-1,599
| -13% | -$41.7K | 0.09% | 94 |
|
|
2022
Q3 | $295K | Buy |
12,766
+3,676
| +40% | +$84.9K | 0.1% | 97 |
|
|
2022
Q2 | $217K | Sell |
9,090
-2,044
| -18% | -$48.8K | 0.07% | 116 |
|
|
2022
Q1 | $310K | Buy |
+11,134
| New | +$310K | 0.08% | 122 |
|