Atria Wealth Solutions’s iShares Select Dividend ETF DVY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.64M	Sell	12,260 -27,911	-69%	-$3.61M	0.04%	471
2025 Q1	$5.39M	Sell	40,171 -12,415	-24%	-$1.66M	0.07%	318
2024 Q4	$6.9M	Sell	52,586 -1,293	-2%	-$176K	0.08%	269
2024 Q3	$7.28M	Sell	53,879 -793	-1%	-$103K	0.08%	265
2024 Q2	$6.61M	Sell	54,672 -2,844	-5%	-$345K	0.07%	272
2024 Q1	$7.08M	Sell	57,516 -1,721	-3%	-$202K	0.08%	258
2023 Q4	$6.94M	Buy	59,237 +235	+0.4%	+$25.9K	0.09%	237
2023 Q3	$6.36M	Buy	59,002 +272	+0.5%	+$30.9K	0.09%	234
2023 Q2	$6.65M	Buy	58,730 +2,650	+5%	+$302K	0.09%	223
2023 Q1	$6.57M	Sell	56,080 -1,941	-3%	-$235K	0.1%	205
2022 Q4	$7M	Sell	58,021 -1,299	-2%	-$154K	0.11%	196
2022 Q3	$6.36M	Buy	59,320 +3,816	+7%	+$457K	0.11%	190
2022 Q2	$6.53M	Sell	55,504 -4,559	-8%	-$571K	0.13%	181
2022 Q1	$7.7M	Buy	+60,063	New	+$7.5M	0.13%	169