TWA
DVY icon

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

Trace Wealth Advisors’s Portfolio DVY Stock Details DVY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$771K Sell
5,804
-320
-5% -$42.5K 0.63% 25
2025
Q1 		$822K Hold
6,124
– – 0.73% 24
2024
Q4 		$804K Buy
+6,124
New +$804K 0.72% 24