United Advisor Group’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
Q4
Sell
-2,259
Closed -$305K 373
2024
Q3
$305K Buy
+2,259
New +$305K 0.07% 278