Rice Partnership’s iShares Select Dividend ETF DVY Stock Holding History

Rice Partnership’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$24.9K	Sell
2025 Q2	$26.6K	Hold
2025 Q1	$26.9K	Hold
2024 Q4	$26.3K	Hold
2024 Q3	$27K	Hold
2024 Q2	$24.2K	Hold
2024 Q1	$24.6K	Buy
2022 Q1	–	Sell
2021 Q4	$32K	Buy