OneAscent Family Office’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	$212K	Hold	1,600	–	–	0.2%	130
2025 Q1	$215K	Hold	1,600	–	–	0.2%	113
2024 Q4	$210K	Buy	+1,600	New	+$210K	0.38%	74