Marcum Wealth’s iShares Select Dividend ETF DVY Stock Holding History

Marcum Wealth’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 Q1	$1.08M	Hold
2024 Q4	$1.06M	Buy
2022 Q4	–	Sell
2022 Q3	$215K	Sell
2022 Q2	$265K	Hold
2022 Q1	$289K	Sell
2021 Q4	$653K	Buy