Apella Capital’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
$574K Buy
4,234
+2,370
+127% +$321K 0.02% 282
2025
Q1
$234K Sell
1,864
-15
-0.8% -$1.89K 0.01% 350
2024
Q4
$247K Buy
+1,879
New +$247K 0.01% 306