Pines Wealth Management’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
$488K Hold
3,572
0.17% 129
2025
Q1
$423K Buy
3,572
+782
+28% +$92.6K 0.2% 120
2024
Q4
$359K Buy
+2,790
New +$359K 0.16% 142