Inspire Trust Company’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
2024
Q3
Sell
-5,554
Closed -$672K 109
2024
Q2
$672K Hold
5,554
0.22% 109
2024
Q1
$684K Hold
5,554
0.38% 89
2023
Q4
$651K Buy
+5,554
New +$651K 0.67% 53