Olistico Wealth’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
$253K Buy
1,908
+1,200
+169% +$159K 0.14% 79
2025
Q1
$256K Sell
708
-1,205
-63% -$436K 0.16% 86
2024
Q4
$251K Buy
1,913
+1,200
+168% +$158K 0.15% 91
2024
Q3
$96.3K Hold
713
0.06% 131
2024
Q2
$86.3K Buy
+713
New +$86.3K 0.06% 135