Pasadena Private 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	$220K	Buy	1,655 +5	+0.3%	+$664	0.04%	175
2025 Q1	$222K	Buy	1,650 +5	+0.3%	+$671	0.04%	167
2024 Q4	$216K	Buy	1,645 +5	+0.3%	+$657	0.04%	136
2024 Q3	$221K	Buy	+1,640	New	+$221K	0.05%	137