Granite FO LLC’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
$3.8M Sell
28,587
-750
-3% -$99.6K 2.15% 10
2025
Q1
$3.94M Hold
29,337
2.24% 10
2024
Q4
$3.85M Hold
29,337
2.2% 11
2024
Q3
$3.96M Sell
29,337
-1,855
-6% -$251K 2.24% 10
2024
Q2
$3.77M Buy
31,192
+1,855
+6% +$224K 2.41% 10
2024
Q1
$3.88M Sell
29,337
-1,855
-6% -$246K 2.28% 9
2023
Q4
$3.66M Hold
31,192
2.45% 9
2023
Q3
$3.36M Sell
31,192
-2,150
-6% -$231K 2.36% 10
2023
Q2
$3.78M Hold
33,342
2.58% 9
2023
Q1
$3.92M Buy
33,342
+2,300
+7% +$270K 2.42% 8
2022
Q4
$3.9M Buy
+31,042
New +$3.9M 3% 9