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Duncan Williams Asset Management’s iShares Select Dividend ETF DVY Stock Holding History

Duncan Williams Asset Management’s Portfolio DVY Stock Details DVY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$214K Buy
1,612
+15
+0.9% +$1.99K 0.07% 145
2025
Q1 		$215K Buy
1,597
+6
+0.4% +$806 0.08% 132
2024
Q4 		$209K Buy
+1,591
New +$209K 0.08% 136