Allegheny Financial 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	$229K	Buy	1,726 +4	+0.2%	+$532	0.05%	222
2025 Q1	$231K	Buy	1,722 +4	+0.2%	+$537	0.06%	199
2024 Q4	$226K	Sell	1,718 -174	-9%	-$22.8K	0.06%	204
2024 Q3	$256K	Buy	1,892 +5	+0.3%	+$675	0.06%	212
2024 Q2	$228K	Buy	+1,887	New	+$228K	0.07%	199