Wealth Advisory Solutions’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
Q2
$219K Buy
1,648
+44
+3% +$5.84K 0.06% 134
2025
Q1
$215K Sell
1,604
-25
-2% -$3.36K 0.06% 132
2024
Q4
$214K Buy
1,629
+35
+2% +$4.6K 0.06% 120
2024
Q3
$215K Sell
1,594
-350
-18% -$47.3K 0.06% 119
2024
Q2
$235K Buy
1,944
+250
+15% +$30.2K 0.06% 111
2024
Q1
$209K Buy
+1,694
New +$209K 0.05% 120