Azimuth Capital Investment 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
$223K Hold
2025
Q2
$208K Hold
2025
Q1
$210K Sell
2024
Q4
$231K Sell
2024
Q3
$252K Buy
2024
Q2
$202K Hold
2024
Q1
$205K Sell
2023
Q4
$219K Sell
2023
Q3
$206K Hold
2023
Q2
$217K Hold
2023
Q1
$225K Sell
2022
Q4
$300K Sell
2022
Q3
$266K Hold
2022
Q2
$292K Buy