PWAM
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Private Wealth Asset Management’s iShares Select Dividend ETF DVY Stock Holding History

Private Wealth Asset Management’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 		$379K Hold
2,852
– – 0.05% 182
2025
Q1 		$383K Buy
+2,852
New +$383K 0.06% 170