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Claris Financial’s iShares Select Dividend ETF DVY Stock Holding History

Claris Financial’s Portfolio DVY Stock Details DVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$992K Buy
7,467
+1,070
+17% +$142K 0.75% 35
2025
Q1 		$840K Hold
6,397
– – 0.55% 45
2024
Q4 		$840K Buy
+6,397
New +$840K 0.55% 45