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Rialto Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Rialto Wealth 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 		$144K Sell
1,087
-845
-44% -$112K 0.04% 168
2025
Q1 		$259K Sell
1,932
-36
-2% -$4.83K 0.08% 129
2024
Q4 		$258K Buy
+1,968
New +$258K 0.09% 135