Capital Advantage’s iShares Select Dividend ETF DVY Stock Holding History

Capital Advantage’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	$869K	Sell
2025 Q2	$972K	Sell
2025 Q1	$1.02M	Hold
2024 Q4	$1.02M	Buy
2021 Q2	–	Sell
2021 Q1	$250K	Hold
2020 Q4	$210K	Buy
2020 Q1	–	Sell
2019 Q4	$233K	Buy