AIMC
Alley Investment Management Company’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $758K | Buy |
5,708
+72
| +1% | +$9.56K | 0.09% | 69 |
|
|
2025
Q1 | $757K | Buy |
5,636
+61
| +1% | +$8.19K | 0.09% | 70 |
|
|
2024
Q4 | $732K | Buy |
5,575
+12
| +0.2% | +$1.58K | 0.09% | 68 |
|
|
2024
Q3 | $751K | Buy |
5,563
+22
| +0.4% | +$2.97K | 0.1% | 70 |
|
|
2024
Q2 | $670K | Sell |
5,541
-19
| -0.3% | -$2.3K | 0.09% | 70 |
|
|
2024
Q1 | $685K | Sell |
5,560
-1,751
| -24% | -$216K | 0.09% | 69 |
|
|
2023
Q4 | $857K | Sell |
7,311
-48
| -0.7% | -$5.63K | 0.13% | 65 |
|
|
2023
Q3 | $792K | Buy |
7,359
+22
| +0.3% | +$2.37K | 0.13% | 65 |
|
|
2023
Q2 | $831K | Sell |
7,337
-217
| -3% | -$24.6K | 0.13% | 66 |
|
|
2023
Q1 | $885K | Buy |
7,554
+35
| +0.5% | +$4.1K | 0.15% | 65 |
|
|
2022
Q4 | $907K | Buy |
7,519
+1,975
| +36% | +$238K | 0.16% | 66 |
|
|
2022
Q3 | $594K | Buy |
5,544
+9
| +0.2% | +$964 | 0.12% | 66 |
|
|
2022
Q2 | $651K | Buy |
5,535
+71
| +1% | +$8.35K | 0.12% | 64 |
|
|
2022
Q1 | $700K | Buy |
+5,464
| New | +$700K | 0.12% | 66 |
|