Schechter Investment Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Schechter Investment Advisors’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 Q1	$323K	Hold
2024 Q4	$316K	Hold
2024 Q3	$325K	Hold
2024 Q2	$291K	Hold
2024 Q1	$296K	Hold
2023 Q4	$282K	Sell
2023 Q3	$266K	Hold
2023 Q2	$280K	Buy
2023 Q1	$289K	Buy