Alan N. Hoffman Investment Management’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
Q3 | $303K | Hold |
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|
2025
Q2 | $283K | Hold |
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|
2025
Q1 | $287K | Hold |
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|
2024
Q4 | $280K | Hold |
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|
2024
Q3 | $288K | Hold |
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|
2024
Q2 | $258K | Hold |
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|
2024
Q1 | $263K | Sell |
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|
2023
Q4 | $301K | Hold |
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|
2023
Q3 | $276K | Hold |
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|
2023
Q2 | $291K | Sell |
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|
2023
Q1 | $324K | Hold |
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|
2022
Q4 | $334K | Sell |
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|
2022
Q3 | $315K | Hold |
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|
2022
Q2 | $345K | Hold |
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|
2022
Q1 | $376K | Hold |
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|
2021
Q4 | $360K | Hold |
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|
2021
Q3 | $337K | Sell |
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|
2021
Q2 | $346K | Hold |
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|
2021
Q1 | $338K | Hold |
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|
2020
Q4 | $285K | Buy |
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