Fiduciary Group’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$606K Hold
2025
Q2
$566K Hold
2025
Q1
$573K Hold
2024
Q4
$560K Hold
2024
Q3
$576K Hold
2024
Q2
$516K Hold
2024
Q1
$525K Buy
2023
Q4
$403K Hold
2023
Q3
$370K Hold
2023
Q2
$389K Hold
2023
Q1
$402K Buy