Provident 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
$446K Sell
3,355
-271
-7% -$36K 0.15% 48
2025
Q1
$487K Sell
3,626
-179
-5% -$24K 0.17% 45
2024
Q4
$500K Sell
3,805
-95
-2% -$12.5K 0.17% 46
2024
Q3
$527K Hold
3,900
0.18% 47
2024
Q2
$472K Buy
+3,900
New +$472K 0.17% 47