Arrowroot Family Office’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 | $382K | Buy |
+2,876
| New | +$382K | 0.17% | 97 |
|
|
2024
Q4 | $586K | Sell |
4,460
-268
| -6% | -$35.2K | 0.3% | 70 |
|
|
2024
Q3 | $639K | Sell |
4,728
-945
| -17% | -$128K | 0.37% | 62 |
|
|
2024
Q2 | $686K | Sell |
5,673
-4,103
| -42% | -$496K | 0.44% | 62 |
|
|
2024
Q1 | $1.2M | Sell |
9,776
-5,561
| -36% | -$685K | 0.77% | 38 |
|
|
2023
Q4 | $1.8M | Sell |
15,337
-2,879
| -16% | -$337K | 1.27% | 25 |
|
|
2023
Q3 | $1.96M | Sell |
18,216
-229
| -1% | -$24.7K | 1.55% | 19 |
|
|
2023
Q2 | $2.09M | Buy |
18,445
+140
| +0.8% | +$15.9K | 1.58% | 15 |
|
|
2023
Q1 | $2.14M | Buy |
+18,305
| New | +$2.14M | 1.83% | 13 |
|