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Advisor OS’s iShares Select Dividend ETF DVY Stock Holding History

Advisor OS’s Portfolio DVY Stock Details DVY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,430
Closed -$319K – 435
2024
Q4 		$319K Sell
2,430
-29
-1% -$3.81K 0.04% 305
2024
Q3 		$332K Buy
+2,459
New +$332K 0.03% 305