ADG Wealth Management Group’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
$1.26M Buy
9,475
+73
+0.8% +$9.7K 1.07% 15
2025
Q1
$1.26M Buy
9,402
+648
+7% +$87K 1.19% 14
2024
Q4
$1.15M Buy
+8,754
New +$1.15M 1.02% 14