Adero Partners’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.7M | Hold |
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|
2024
Q4 | $1.66M | Hold |
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|
2024
Q3 | $1.71M | Hold |
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|
2024
Q2 | $1.53M | Hold |
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|
2024
Q1 | $1.56M | Hold |
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|
2023
Q4 | $1.48M | Hold |
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|
2023
Q3 | $1.36M | Hold |
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|
2023
Q2 | $1.43M | Hold |
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|
2023
Q1 | $1.48M | Hold |
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|
2022
Q4 | $1.52M | Hold |
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|
2022
Q3 | $1.44M | Hold |
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|
2022
Q2 | $1.47M | Sell |
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|
2022
Q1 | $1.65M | Hold |
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|
2021
Q4 | $1.58M | Hold |
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|
2021
Q3 | $1.48M | Hold |
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|
2021
Q2 | $1.5M | Buy |
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|
2021
Q1 | $1.44M | Hold |
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|
2020
Q4 | $1.22M | Hold |
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|
2020
Q3 | $1.03M | Sell |
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|
2020
Q2 | $1.07M | Hold |
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|
2020
Q1 | $976K | Hold |
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|
2019
Q4 | $1.4M | Buy |
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