Annis Gardner Whiting Capital Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$266K	Buy
2025 Q2	$248K	Buy
2025 Q1	$250K	Sell
2024 Q4	$1.34M	Buy
2024 Q3	$250K	Buy
2024 Q2	$224K	Sell
2024 Q1	$281K	Buy
2023 Q4	$267K	Buy
2023 Q3	$247K	Buy