Physician Wealth Advisors’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
$159K Buy
1,197
+1
+0.1% +$133 0.03% 214
2025
Q1
$161K Hold
1,196
0.03% 205
2024
Q4
$157K Buy
+1,196
New +$157K 0.03% 205