Caprock Group’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 | $459K | Buy |
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|
2025
Q1 | $460K | Hold |
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|
2024
Q4 | $450K | Hold |
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|
2024
Q3 | $463K | Hold |
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|
2024
Q2 | $414K | Buy |
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|
2024
Q1 | $410K | Buy |
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|
2023
Q4 | $352K | Sell |
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|
2023
Q3 | $511K | Hold |
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|
2023
Q2 | $532K | Sell |
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|
2023
Q1 | $620K | Hold |
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|
2022
Q4 | $638K | Hold |
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|
2022
Q3 | $568K | Sell |
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|
2022
Q2 | $632K | Buy |
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|
2022
Q1 | $342K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $209K | Hold |
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|
2019
Q2 | $203K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $330K | Sell |
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|
2016
Q4 | $326K | Sell |
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|
2016
Q3 | $421K | Hold |
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|
2016
Q2 | $419K | Buy |
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|
2016
Q1 | $364K | Sell |
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|
2015
Q4 | $355K | Buy |
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|
2015
Q3 | $331K | Hold |
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|
2015
Q2 | $342K | Sell |
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|
2015
Q1 | $365K | Buy |
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|
2014
Q4 | $317K | Buy |
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