W Advisors LLC’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$882K Hold
2025
Q2
$824K Hold
2025
Q1
$834K Hold
2024
Q4
$815K Hold
2024
Q3
$838K Hold
2024
Q2
$751K Sell
2024
Q1
$794K Hold
2023
Q4
$755K Hold
2023
Q3
$694K Hold
2023
Q2
$730K Hold
2023
Q1
$755K Sell
2022
Q4
$937K Hold
2022
Q3
$833K Buy
2022
Q2
$911K Sell
2022
Q1
$994K Sell
2021
Q4
$955K Buy