Gallagher Capital Advisors’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
$1.81M Sell
13,213
-19,760
-60% -$2.71M 1.46% 24
2025
Q1
$4.43M Sell
32,973
-15
-0% -$2.01K 3.37% 7
2024
Q4
$4.33M Buy
+32,988
New +$4.33M 3.16% 9