Moment Partners’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
$33.6M Sell
252,936
-7,438
-3% -$988K 6.3% 6
2025
Q1
$35M Sell
260,374
-4,236
-2% -$569K 6.93% 5
2024
Q4
$34.7M Buy
+264,610
New +$34.7M 6.62% 6