Cassaday & Co Wealth 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 | $774K | Hold |
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|
2025
Q2 | $724K | Hold |
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|
2025
Q1 | $732K | Hold |
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|
2024
Q4 | $715K | Hold |
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|
2024
Q3 | $736K | Hold |
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|
2024
Q2 | $659K | Buy |
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|
2024
Q1 | $545K | Hold |
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|
2023
Q4 | $519K | Hold |
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|
2023
Q3 | $476K | Hold |
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|
2023
Q2 | $501K | Hold |
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|
2023
Q1 | $519K | Sell |
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|
2022
Q4 | $932K | Buy |
|