Aprio Wealth Management’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 | $968K | Buy |
7,289
+55
| +0.8% | +$7.3K | 0.11% | 112 |
|
|
2025
Q1 | $971K | Buy |
7,234
+200
| +3% | +$26.9K | 0.12% | 109 |
|
|
2024
Q4 | $923K | Hold |
7,034
| – | – | 0.13% | 90 |
|
|
2024
Q3 | $950K | Hold |
7,034
| – | – | 0.15% | 84 |
|
|
2024
Q2 | $851K | Hold |
7,034
| – | – | 0.16% | 78 |
|
|
2024
Q1 | $866K | Sell |
7,034
-282
| -4% | -$34.7K | 0.17% | 74 |
|
|
2023
Q4 | $858K | Hold |
7,316
| – | – | 0.19% | 62 |
|
|
2023
Q3 | $787K | Hold |
7,316
| – | – | 0.22% | 57 |
|
|
2023
Q2 | $829K | Buy |
7,316
+282
| +4% | +$32K | 0.23% | 47 |
|
|
2023
Q1 | $824K | Hold |
7,034
| – | – | 0.25% | 41 |
|
|
2022
Q4 | $848K | Sell |
7,034
-633
| -8% | -$76.3K | 0.3% | 44 |
|
|
2022
Q3 | $822K | Buy |
7,667
+4,444
| +138% | +$476K | 0.33% | 45 |
|
|
2022
Q2 | $379K | Buy |
+3,223
| New | +$379K | 0.15% | 56 |
|