Focus Partners Wealth
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Focus Partners Wealth’s iShares Select Dividend ETF DVY Stock Holding History

Focus Partners Wealth’s Portfolio DVY Stock Details DVY Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$59.4M Sell
2025
Q2 		$55.8M Buy
2025
Q1 		$53.9M Sell
2024
Q4 		$53M Buy
2024
Q3 		$6.09M Sell
2024
Q2 		$93.5M Buy
2024
Q1 		$45.9M Buy
2023
Q4 		$3.09M Buy