Accredited Investors’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 | $1.14M | Buy |
8,595
+35
| +0.4% | +$4.65K | 0.07% | 88 |
|
|
2025
Q1 | $1.15M | Buy |
8,560
+5,419
| +173% | +$728K | 0.07% | 83 |
|
|
2024
Q4 | $412K | Buy |
3,141
+853
| +37% | +$112K | 0.02% | 149 |
|
|
2024
Q3 | $309K | Buy |
2,288
+464
| +25% | +$62.7K | 0.02% | 174 |
|
|
2024
Q2 | $221K | Hold |
1,824
| – | – | 0.01% | 201 |
|
|
2024
Q1 | $225K | Buy |
+1,824
| New | +$225K | 0.01% | 191 |
|
|
2020
Q3 | – | Sell |
-2,586
| Closed | -$209K | – | 139 |
|
|
2020
Q2 | $209K | Buy |
+2,586
| New | +$209K | 0.04% | 122 |
|
|
2020
Q1 | – | Sell |
-2,746
| Closed | -$290K | – | 136 |
|
|
2019
Q4 | $290K | Sell |
2,746
-399
| -13% | -$42.1K | 0.05% | 112 |
|
|
2019
Q3 | $321K | Hold |
3,145
| – | – | 0.06% | 106 |
|
|
2019
Q2 | $313K | Sell |
3,145
-28
| -0.9% | -$2.79K | 0.06% | 108 |
|
|
2019
Q1 | $312K | Buy |
3,173
+28
| +0.9% | +$2.75K | 0.06% | 105 |
|
|
2018
Q4 | $281K | Hold |
3,145
| – | – | 0.06% | 100 |
|
|
2018
Q3 | $314K | Hold |
3,145
| – | – | 0.08% | 92 |
|
|
2018
Q2 | $307K | Hold |
3,145
| – | – | 0.08% | 84 |
|
|
2018
Q1 | $299K | Hold |
3,145
| – | – | 0.08% | 81 |
|
|
2017
Q4 | $310K | Hold |
3,145
| – | – | 0.09% | 84 |
|
|
2017
Q3 | $295K | Buy |
3,145
+812
| +35% | +$76.2K | 0.08% | 88 |
|
|
2017
Q2 | $215K | Hold |
2,333
| – | – | 0.06% | 94 |
|
|
2017
Q1 | $213K | Buy |
+2,333
| New | +$213K | 0.05% | 99 |
|