ORG Wealth 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	$34.4K	Hold	254	–	–	0.01%	356
2025 Q1	$34.1K	Sell	254 -1	-0.4%	-$134	0.01%	379
2024 Q4	$33.5K	Sell	255 -9	-3%	-$1.18K	0.01%	283
2024 Q3	$35.7K	Buy	+264	New	+$35.7K	0.01%	272