Westend Capital Management’s iShares Select Dividend ETF DVY Stock Holding History

Westend Capital Management’s Portfolio DVY Stock Details DVY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$168K	Hold
2025 Q2	$157K	Hold
2025 Q1	$158K	Hold
2024 Q4	$155K	Hold
2024 Q3	$159K	Hold
2024 Q2	$142K	Hold
2024 Q1	$145K	Buy
2014 Q1	–	Sell
2013 Q4	$887K	Buy
2013 Q2	$1M	Buy