Centricity Wealth Management’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	$621K	Buy	4,677 +1,580	+51%	+$210K	0.5%	39
2025 Q1	$416K	Hold	3,097	–	–	0.38%	46
2024 Q4	$407K	Buy	+3,097	New	+$407K	0.38%	49