PMG 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
$360K Sell
2,708
-94
-3% -$12.5K 0.3% 39
2025
Q1
$376K Hold
2,802
0.4% 33
2024
Q4
$368K Buy
+2,802
New +$368K 0.33% 33