Optivise Advisory Services’s iShares Select Dividend ETF DVY Stock Holding History

Optivise Advisory Services’s Portfolio DVY Stock Details DVY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$854K	Buy
2025 Q1	$839K	Sell
2024 Q4	$990K	Sell
2024 Q3	$1.02M	Hold
2024 Q2	$916K	Buy