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Pacific Capital Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio DVY Stock Details DVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$299K Hold
2,209
– – 0.05% 59
2025
Q1 		$297K Hold
2,209
– – 0.05% 64
2024
Q4 		$290K Hold
2,209
– – 0.05% 64
2024
Q3 		$298K Hold
2,209
– – 0.05% 61
2024
Q2 		$267K Buy
+2,209
New +$267K 0.05% 57