Watts Gwilliam & Co’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
2025
Q1
$1.75M Buy
13,021
+1,170
+10% +$157K 0.38% 56
2024
Q4
$1.55M Sell
11,851
-79
-0.7% -$10.3K 0.33% 61
2024
Q3
$1.58M Buy
+11,930
New +$1.58M 0.35% 59
2024
Q1
$1.36M Buy
+10,861
New +$1.36M 0.42% 52