WJ Wealth Management’s iShares Core Dividend ETF DIVB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-199,004
Closed -$8.5M 51
2021
Q4
$8.5M Buy
199,004
+48,746
+32% +$2.08M 5.08% 6
2021
Q3
$5.88M Buy
+150,258
New +$5.88M 3.91% 8