Kingswood Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Kingswood Wealth Advisors’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.55M	Buy
2025 Q1	$3.97M	Sell
2024 Q4	$5.68M	Buy
2024 Q3	$2.76M	Sell
2024 Q2	$2.66M	Buy
2024 Q1	$1.39M	Buy
2023 Q4	$1.31M	Buy
2023 Q3	–	Sell
2023 Q2	$733K	Buy