Aspiriant LLC’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 | $888K | Hold |
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|
2025
Q2 | $830K | Hold |
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|
2025
Q1 | $839K | Buy |
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|
2024
Q4 | $801K | Hold |
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|
2024
Q3 | $824K | Hold |
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|
2024
Q2 | $738K | Hold |
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|
2024
Q1 | $752K | Sell |
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|
2023
Q4 | $753K | Sell |
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|
2023
Q3 | $726K | Hold |
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|
2023
Q2 | $765K | Sell |
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|
2023
Q1 | $1.38M | Buy |
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|
2022
Q4 | $1.35M | Sell |
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|
2022
Q3 | $1.25M | Sell |
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|
2022
Q2 | $1.4M | Sell |
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|
2022
Q1 | $1.6M | Sell |
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|
2021
Q4 | $1.65M | Buy |
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|
2021
Q3 | $1.2M | Hold |
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|
2021
Q2 | $1.22M | Buy |
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|
2021
Q1 | $1.05M | Sell |
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|
2020
Q4 | $1.23M | Buy |
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|
2020
Q3 | $714K | Hold |
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|
2020
Q2 | $707K | Hold |
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|
2020
Q1 | $645K | Buy |
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|
2019
Q4 | $773K | Buy |
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|
2019
Q3 | $270K | Hold |
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|
2019
Q2 | $263K | Sell |
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|
2019
Q1 | $264K | Hold |
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|
2018
Q4 | $240K | Hold |
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|
2018
Q3 | $269K | Hold |
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|
2018
Q2 | $263K | Sell |
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|
2018
Q1 | $313K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $252K | Sell |
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|
2017
Q2 | $302K | Buy |
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|
2017
Q1 | $294K | Buy |
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