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

Crowley Wealth Management’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 		$122K Buy
920
+38
+4% +$5.05K 0.11% 98
2025
Q1 		$118K Hold
882
– – 0.11% 88
2024
Q4 		$116K Buy
+882
New +$116K 0.1% 91