BRWA
B. Riley Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
+9,434
| New | +$1.25M | 0.06% | 289 |
|
|
2024
Q4 | $1.8M | Sell |
13,678
-216
| -2% | -$28.4K | 0.06% | 300 |
|
|
2024
Q3 | $1.87M | Sell |
13,894
-2,100
| -13% | -$282K | 0.05% | 329 |
|
|
2024
Q2 | $1.93M | Sell |
15,994
-3,638
| -19% | -$440K | 0.05% | 347 |
|
|
2024
Q1 | $2.14M | Buy |
19,632
+2,494
| +15% | +$272K | 0.06% | 332 |
|
|
2023
Q4 | $2.01M | Sell |
17,138
-2,494
| -13% | -$292K | 0.05% | 358 |
|
|
2023
Q3 | $2.14M | Buy |
19,632
+869
| +5% | +$94.8K | 0.06% | 332 |
|
|
2023
Q2 | $2.13M | Sell |
18,763
-623
| -3% | -$70.6K | 0.05% | 358 |
|
|
2023
Q1 | $2.27M | Sell |
19,386
-3,767
| -16% | -$441K | 0.06% | 314 |
|
|
2022
Q4 | $2.79M | Buy |
23,153
+3,376
| +17% | +$407K | 0.08% | 258 |
|
|
2022
Q3 | $2.12M | Buy |
19,777
+7,596
| +62% | +$815K | 0.06% | 295 |
|
|
2022
Q2 | $1.43M | Sell |
12,181
-25,013
| -67% | -$2.94M | 0.06% | 320 |
|
|
2022
Q1 | $4.77M | Sell |
37,194
-634
| -2% | -$81.2K | 0.16% | 140 |
|
|
2021
Q4 | $4.64M | Buy |
37,828
+1,233
| +3% | +$151K | 0.13% | 162 |
|
|
2021
Q3 | $4.2M | Buy |
36,595
+855
| +2% | +$98.1K | 0.13% | 166 |
|
|
2021
Q2 | $4.17M | Buy |
35,740
+1,384
| +4% | +$161K | 0.14% | 177 |
|
|
2021
Q1 | $3.92M | Buy |
34,356
+24,346
| +243% | +$2.78M | 0.14% | 169 |
|
|
2020
Q4 | $963K | Sell |
10,010
-1,180
| -11% | -$114K | 0.05% | 341 |
|
|
2020
Q3 | $912K | Buy |
11,190
+191
| +2% | +$15.6K | 0.05% | 329 |
|
|
2020
Q2 | $888K | Buy |
10,999
+243
| +2% | +$19.6K | 0.06% | 299 |
|
|
2020
Q1 | $791K | Sell |
10,756
-95,216
| -90% | -$7M | 0.07% | 280 |
|
|
2019
Q4 | $11.2M | Buy |
105,972
+5,896
| +6% | +$623K | 0.95% | 16 |
|
|
2019
Q3 | $10.2M | Buy |
100,076
+12,851
| +15% | +$1.31M | 1% | 15 |
|
|
2019
Q2 | $8.69M | Buy |
87,225
+19,787
| +29% | +$1.97M | 0.95% | 14 |
|
|
2019
Q1 | $6.62M | Buy |
67,438
+14,372
| +27% | +$1.41M | 0.83% | 18 |
|
|
2018
Q4 | $4.74M | Buy |
53,066
+150
| +0.3% | +$13.4K | 0.67% | 30 |
|
|
2018
Q3 | $5.28M | Buy |
52,916
+1,506
| +3% | +$150K | 0.63% | 28 |
|
|
2018
Q2 | $5.03M | Sell |
51,410
-263
| -0.5% | -$25.7K | 0.66% | 28 |
|
|
2018
Q1 | $4.92M | Sell |
51,673
-1,173
| -2% | -$112K | 0.69% | 23 |
|
|
2017
Q4 | $5.21M | Sell |
52,846
-1,539
| -3% | -$152K | 0.7% | 22 |
|
|
2017
Q3 | $5.09M | Sell |
54,385
-179
| -0.3% | -$16.8K | 0.85% | 24 |
|
|
2017
Q2 | $5.03M | Sell |
54,564
-863
| -2% | -$79.6K | 0.91% | 17 |
|
|
2017
Q1 | $5.05M | Sell |
55,427
-5,749
| -9% | -$524K | 1.01% | 14 |
|
|
2016
Q4 | $5.42M | Buy |
61,176
+234
| +0.4% | +$20.7K | 1.1% | 12 |
|
|
2016
Q3 | $5.22M | Sell |
60,942
-1,735
| -3% | -$149K | 1.02% | 9 |
|
|
2016
Q2 | $5.05M | Buy |
62,677
+355
| +0.6% | +$28.6K | 1.01% | 9 |
|
|
2016
Q1 | $4.8M | Buy |
62,322
+6,037
| +11% | +$465K | 1.11% | 7 |
|
|
2015
Q4 | $4.23M | Buy |
56,285
+2,515
| +5% | +$189K | 0.86% | 16 |
|
|
2015
Q3 | $3.91M | Buy |
53,770
+2,122
| +4% | +$154K | 0.94% | 11 |
|
|
2015
Q2 | $3.89M | Sell |
51,648
-2,955
| -5% | -$222K | 0.97% | 11 |
|
|
2015
Q1 | $4.26M | Sell |
54,603
-5,548
| -9% | -$432K | 1.04% | 9 |
|
|
2014
Q4 | $4.78K | Buy |
60,151
+15,600
| +35% | +$1.24K | 0.1% | 257 |
|
|
2014
Q3 | $3.29M | Sell |
44,551
-41,938
| -48% | -$3.1M | 0.86% | 17 |
|
|
2014
Q2 | $3.29M | Buy |
86,489
+39,880
| +86% | +$1.52M | 0.77% | 11 |
|
|
2014
Q1 | $3.42M | Sell |
46,609
-721
| -2% | -$52.9K | 1.03% | 8 |
|
|
2013
Q4 | $3.38M | Sell |
47,330
-4,778
| -9% | -$341K | 1.08% | 11 |
|
|
2013
Q3 | $3.46M | Sell |
52,108
-9,030
| -15% | -$599K | 1.18% | 7 |
|
|
2013
Q2 | $3.91M | Buy |
+61,138
| New | +$3.91M | 1.33% | 8 |
|