Fogel Capital Management’s iShares Select Dividend ETF DVY Stock Holding History

Fogel Capital Management’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
2026 Q1	$355K	Hold
2025 Q4	$331K	Hold
2025 Q3	$333K	Hold
2025 Q2	$311K	Sell
2025 Q1	$385K	Hold
2024 Q4	$377K	Hold
2024 Q3	$388K	Hold
2024 Q2	$347K	Hold
2024 Q1	$348K	Buy
2023 Q4	$299K	Buy