Cary Street Partners’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
$1.55M Buy
11,704
+589
+5% +$78.2K 0.04% 348
2025
Q1
$1.49M Buy
11,115
+108
+1% +$14.5K 0.05% 324
2024
Q4
$1.45M Buy
+11,007
New +$1.45M 0.05% 328