WBC
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West Branch Capital’s iShares Select Dividend ETF DVY Stock Holding History

West Branch Capital’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 		$532 Hold
4
– – ﹤0.01% 414
2025
Q1 		$538 Hold
4
– – ﹤0.01% 437
2024
Q4 		$526 Hold
4
– – ﹤0.01% 432
2024
Q3 		$541 Buy
+4
New +$541 ﹤0.01% 413