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Essential Planning’s iShares Select Dividend ETF DVY Stock Holding History

Essential Planning’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
Q1 		– Sell
-11,375
Closed -$1.55M – 137
2024
Q4 		$1.55M Buy
+11,375
New +$1.55M 0.01% 211