Lodestar Private Asset Management’s iShares Select Dividend ETF DVY Stock Holding History

Lodestar Private Asset Management’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	$668K	Buy
2025 Q1	$675K	Sell
2024 Q4	$664K	Buy
2024 Q3	$680K	Sell
2024 Q2	$623K	Buy
2024 Q1	$592K	Buy
2023 Q4	$561K	Buy
2023 Q3	$507K	Hold
2023 Q2	$534K	Buy
2023 Q1	$549K	Buy
2022 Q4	$561K	Buy