Gentry Private Wealth’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	$2.5M	Buy	18,812 +2,736	+17%	+$363K	1.91%	7
2025 Q1	$2.16M	Buy	+16,076	New	+$2.16M	1.78%	8
2024 Q4	–	Sell	-8,492	Closed	-$1.15M	–	46
2024 Q3	$1.15M	Buy	8,492 +551	+7%	+$74.4K	0.94%	17
2024 Q2	$961K	Buy	+7,941	New	+$961K	0.84%	16