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Forum Financial Management’s iShares Select Dividend ETF DVY Stock Holding History

Forum Financial Management’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
Q2 		$261K Hold
1,966
– – ﹤0.01% 749
2025
Q1 		$264K Hold
1,966
– – ﹤0.01% 656
2024
Q4 		$258K Buy
1,966
+135
+7% +$17.7K ﹤0.01% 706
2024
Q3 		$247K Buy
+1,831
New +$247K ﹤0.01% 614