Marshall Investment Management’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	–	Sell	-355	Closed	-$47.7K	–	71
2025 Q1	$47.7K	Buy	355 +7	+2%	+$940	0.03%	112
2024 Q4	$47.1K	Buy	+348	New	+$47.1K	0.03%	105