Collective Family Office’s iShares Select Dividend ETF DVY Stock Holding History

Collective Family Office’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	$208K	Buy
2023 Q3	–	Sell
2023 Q2	$387K	Buy
2023 Q1	$384K	Buy
2022 Q4	$371K	Hold
2022 Q3	$330K	Hold
2022 Q2	$362K	Hold
2022 Q1	$394K	Buy