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Atlas Legacy Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Atlas Legacy Advisors’s Portfolio DVY Stock Details DVY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.22M Buy
9,213
+4,991
+118% +$663K 0.27% 66
2025
Q1 		$567K Hold
4,222
– – 0.14% 97
2024
Q4 		$554K Buy
+4,222
New +$554K 0.13% 95