Accordant Advisory Group’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$90K Hold
2025
Q2
$84.1K Hold
2025
Q1
$85K Hold
2024
Q4
$83.1K Hold
2024
Q3
$85.5K Hold
2024
Q2
$76.6K Hold
2024
Q1
$78K Buy