1 North Wealth Services’s iShares Select Dividend ETF DVY Stock Holding History

1 North Wealth Services’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	$231K	Sell
2025 Q2	$217K	Sell
2025 Q1	$239K	Sell
2024 Q4	$238K	Buy
2019 Q4	$623K	Sell
2019 Q3	$790K	Buy
2019 Q1	$3.71M	Sell
2018 Q4	$3.44M	Buy