Roxbury Financial’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
$49.2K Buy
371
+4
+1% +$531 0.05% 172
2025
Q1
$50.6K Buy
367
+104
+40% +$14.3K 0.05% 165
2024
Q4
$37.7K Buy
+263
New +$37.7K 0.04% 186