American Investment Services’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 | – | Sell |
-2,528
| Closed | -$340K | – | 142 |
|
|
2025
Q1 | $340K | Buy |
+2,528
| New | +$340K | 0.06% | 131 |
|
|
2020
Q2 | – | Sell |
-4,279
| Closed | -$315K | – | 135 |
|
|
2020
Q1 | $315K | Buy |
4,279
+1,879
| +78% | +$138K | 0.12% | 109 |
|
|
2019
Q4 | $254K | Hold |
2,400
| – | – | 0.08% | 129 |
|
|
2019
Q3 | $245K | Hold |
2,400
| – | – | 0.08% | 123 |
|
|
2019
Q2 | $239K | Hold |
2,400
| – | – | 0.08% | 125 |
|
|
2019
Q1 | $236K | Buy |
+2,400
| New | +$236K | 0.08% | 120 |
|