Fox Hill Wealth Management’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
$1.47M Buy
11,038
+152
+1% +$20.2K 0.75% 41
2025
Q1
$1.46M Sell
10,886
-223
-2% -$29.9K 0.86% 38
2024
Q4
$1.46M Buy
11,109
+48
+0.4% +$6.3K 0.82% 40
2024
Q3
$1.49M Sell
11,061
-2
-0% -$270 0.82% 42
2024
Q2
$1.34M Sell
11,063
-48
-0.4% -$5.81K 0.82% 37
2024
Q1
$1.37M Buy
+11,111
New +$1.37M 0.92% 33