Compass Ion Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Compass Ion Advisors’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 Q2	$592K	Hold
2025 Q1	$598K	Sell
2024 Q4	$677K	Hold
2024 Q3	$696K	Hold
2024 Q2	$635K	Hold
2024 Q1	$635K	Sell
2023 Q4	$639K	Hold
2023 Q3	$587K	Buy