Accordant Advisory Group’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 | $84.1K | Hold |
633
| – | – | 0.06% | 70 |
|
|
2025
Q1 | $85K | Hold |
633
| – | – | 0.08% | 52 |
|
|
2024
Q4 | $83.1K | Hold |
633
| – | – | 0.08% | 54 |
|
|
2024
Q3 | $85.5K | Hold |
633
| – | – | 0.07% | 57 |
|
|
2024
Q2 | $76.6K | Hold |
633
| – | – | 0.07% | 65 |
|
|
2024
Q1 | $78K | Buy |
+633
| New | +$78K | 0.06% | 116 |
|