Axxcess Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $936K | Sell |
7,051
-33
| -0.5% | -$4.38K | 0.02% | 443 |
|
|
2025
Q1 | $951K | Buy |
7,084
+124
| +2% | +$16.7K | 0.03% | 406 |
|
|
2024
Q4 | $914K | Sell |
6,960
-1,498
| -18% | -$197K | 0.02% | 416 |
|
|
2024
Q3 | $1.14M | Buy |
8,458
+1,083
| +15% | +$146K | 0.03% | 369 |
|
|
2024
Q2 | $892K | Sell |
7,375
-15
| -0.2% | -$1.82K | 0.02% | 396 |
|
|
2024
Q1 | $910K | Buy |
7,390
+107
| +1% | +$13.2K | 0.02% | 393 |
|
|
2023
Q4 | $854K | Sell |
7,283
-292
| -4% | -$34.2K | 0.02% | 388 |
|
|
2023
Q3 | $815K | Buy |
+7,575
| New | +$815K | 0.03% | 355 |
|