Steward Partners Investment Solutions’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
2024
Q1
$360K Sell
2,923
-3,066
-51% -$378K 0.06% 191
2023
Q4
$702K Buy
+5,989
New +$702K 0.29% 75