American Trust’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 | $263K | Buy |
+1,983
| New | +$263K | 0.02% | 240 |
|
|
2025
Q1 | – | Sell |
-1,960
| Closed | -$257K | – | 165 |
|
|
2024
Q4 | $257K | Buy |
+1,960
| New | +$257K | 0.02% | 254 |
|
|
2022
Q4 | – | Sell |
-2,590
| Closed | -$278K | – | 448 |
|
|
2022
Q3 | $278K | Buy |
+2,590
| New | +$278K | 0.02% | 308 |
|