Allie Family Office’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	$448K	Buy	3,370 +370	+12%	+$49.1K	0.22%	54
2025 Q1	$403K	Hold	3,000	–	–	0.22%	60
2024 Q4	$394K	Hold	3,000	–	–	0.22%	56
2024 Q3	$405K	Buy	+3,000	New	+$405K	0.22%	55