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

Able 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
2025 Q3	$903K	Hold
2025 Q2	$844K	Hold
2025 Q1	$854K	Hold
2024 Q4	$834K	Buy
2024 Q3	$858K	Hold
2024 Q2	$769K	Sell
2024 Q1	$843K	Buy
2023 Q4	$796K	Buy