Nicholson Wealth Management Group’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
-4,273
Closed -$574K 108
2025
Q1
$574K Hold
4,273
0.38% 84
2024
Q4
$561K Buy
+4,273
New +$561K 0.38% 85