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
Q4
Sell
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