Financial Life Planners’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-818
Closed -$110K 59
2025
Q1
$110K Buy
818
+374
+84% +$50.2K 0.11% 76
2024
Q4
$58.3K Buy
+444
New +$58.3K 0.05% 104