Simplicity Wealth’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$491K Hold
2025
Q2
$459K Buy
2025
Q1
$378K Sell
2024
Q4
$906K Buy
2024
Q3
$871K Sell
2024
Q2
$2.7M Sell
2024
Q1
$2.79M Buy