Founders Grove Wealth Partners’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
-1,497
Closed -$201K 131
2025
Q1
$201K Sell
1,497
-161
-10% -$21.6K 0.06% 120
2024
Q4
$218K Buy
+1,658
New +$218K 0.06% 111