Bellwether Advisors’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 Q3	–	Sell	-77	Closed	-$10.2K	–	262
2025 Q2	$10.2K	Hold	77	–	–	﹤0.01%	367
2025 Q1	$10.3K	Hold	77	–	–	﹤0.01%	318
2024 Q4	$10.1K	Buy	+77	New	+$10.5K	﹤0.01%	339
2023 Q2	–	Sell	-77	Closed	-$9.02K	–	200
2023 Q1	$9.02K	Hold	77	–	–	﹤0.01%	279
2022 Q4	$9.29K	Sell	77 -120	-61%	-$14.2K	﹤0.01%	276
2022 Q3	$21K	Hold	197	–	–	0.01%	217
2022 Q2	$23K	Sell	197 -581	-75%	-$72.7K	0.01%	207
2022 Q1	$99K	Hold	778	–	–	0.03%	158
2021 Q4	$95K	Buy	778 +581	+295%	+$69.3K	0.03%	155
2021 Q3	$22K	Sell	197 -637	-76%	-$74.5K	0.01%	237
2021 Q2	$97K	Sell	834 -24	-3%	-$2.85K	0.03%	154
2021 Q1	$97K	Hold	858	–	–	0.04%	137
2020 Q4	$82K	Buy	+858	New	+$77.9K	0.04%	136