Helium 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
$899K Sell
6,770
-67
-1% -$8.9K 0.57% 34
2025
Q1
$918K Sell
6,837
-116
-2% -$15.6K 0.67% 29
2024
Q4
$913K Buy
+6,953
New +$913K 0.72% 31