Adapt Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$211K Hold
1,590
0.09% 61
2025
Q1
$214K Hold
1,590
0.1% 57
2024
Q4
$209K Hold
1,590
0.1% 69
2024
Q3
$215K Buy
+1,590
New +$215K 0.11% 64