Worth Financial Advisory Group’s iShares Select Dividend ETF DVY Stock Holding History

Worth Financial Advisory Group’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$369K	Buy
2025 Q1	$289K	Buy
2024 Q4	$239K	Buy
2024 Q3	$217K	Buy
2024 Q2	–	Sell
2024 Q1	$210K	Buy
2023 Q2	–	Sell
2023 Q1	$230K	Sell
2022 Q4	$239K	Buy