Congress Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Congress Wealth Management’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	$19.1M	Sell
2025 Q1	$19.4M	Buy
2024 Q4	$18.2M	Buy
2024 Q3	$18.3M	Buy
2024 Q1	–	Sell
2023 Q4	$518K	Buy
2023 Q1	–	Sell
2022 Q4	$205K	Buy
2022 Q2	–	Sell
2022 Q1	$243K	Buy
2021 Q4	$223K	Buy