Trace Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Trace Wealth 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 Q2	$771K	Sell
2025 Q1	$822K	Hold
2024 Q4	$804K	Buy