Carderock Capital Management’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 | $212K | Hold |
1,600
| – | – | 0.05% | 71 |
|
|
2025
Q1 | $215K | Sell |
1,600
-166
| -9% | -$22.3K | 0.06% | 69 |
|
|
2024
Q4 | $232K | Hold |
1,766
| – | – | 0.06% | 68 |
|
|
2024
Q3 | $239K | Hold |
1,766
| – | – | 0.06% | 67 |
|
|
2024
Q2 | $214K | Hold |
1,766
| – | – | 0.06% | 67 |
|
|
2024
Q1 | $218K | Hold |
1,766
| – | – | 0.06% | 63 |
|
|
2023
Q4 | $207K | Buy |
+1,766
| New | +$207K | 0.06% | 61 |
|