UIM
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Unified Investment Management’s iShares Select Dividend ETF DVY Stock Holding History

Unified Investment Management’s Portfolio DVY Stock Details DVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$216K Hold
1,627
– – 0.23% 116
2025
Q1 		$218K Sell
1,627
-108
-6% -$14.5K 0.26% 108
2024
Q4 		$228K Buy
+1,735
New +$228K 0.26% 99