Balanced Wealth Group’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 | $390K | Buy |
2,891
+28
| +1% | +$3.78K | 0.17% | 48 |
|
|
2025
Q1 | $385K | Buy |
2,863
+22
| +0.8% | +$2.96K | 0.19% | 50 |
|
|
2024
Q4 | $383K | Buy |
2,841
+28
| +1% | +$3.77K | 0.17% | 51 |
|
|
2024
Q3 | $380K | Buy |
2,813
+32
| +1% | +$4.32K | 0.17% | 53 |
|
|
2024
Q2 | $335K | Buy |
2,781
+22
| +0.8% | +$2.65K | 0.15% | 54 |
|
|
2024
Q1 | $342K | Buy |
2,759
+22
| +0.8% | +$2.73K | 0.15% | 56 |
|
|
2023
Q4 | $321K | Buy |
+2,737
| New | +$321K | 0.17% | 53 |
|