Prosperity Consulting Group’s iShares Select Dividend ETF DVY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Sell
8,804
-88
-1% -$11.7K 0.09% 201
2025
Q1
$1.19M Sell
8,892
-23
-0.3% -$3.09K 0.09% 195
2024
Q4
$1.17M Buy
8,915
+783
+10% +$103K 0.09% 207
2024
Q3
$1.1M Buy
+8,132
New +$1.1M 0.09% 214