Aprio Wealth 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 | $1.02M | Sell |
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|
2025
Q2 | $968K | Buy |
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|
2025
Q1 | $971K | Buy |
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|
2024
Q4 | $923K | Hold |
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|
2024
Q3 | $950K | Hold |
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|
2024
Q2 | $851K | Hold |
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|
2024
Q1 | $866K | Sell |
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|
2023
Q4 | $858K | Hold |
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|
2023
Q3 | $787K | Hold |
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|
2023
Q2 | $829K | Buy |
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|
2023
Q1 | $824K | Hold |
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|
2022
Q4 | $848K | Sell |
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|
2022
Q3 | $822K | Buy |
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|
2022
Q2 | $379K | Buy |
|