Clarus Wealth Advisors’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
Q2 | – | Sell |
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|
2025
Q1 | $407K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.5M | Buy |
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|
2022
Q3 | $1.28M | Sell |
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|
2022
Q2 | $2.46M | Sell |
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|
2022
Q1 | $2.84M | Buy |
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|
2021
Q4 | $1.62M | Buy |
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|
2021
Q3 | $450K | Hold |
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|
2021
Q2 | $450K | Hold |
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|
2021
Q1 | $444K | Sell |
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|
2020
Q4 | $408K | Hold |
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|
2020
Q3 | $344K | Sell |
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|
2020
Q2 | $360K | Sell |
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|
2020
Q1 | $331K | Sell |
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|
2019
Q4 | $507K | Buy |
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|
2019
Q3 | $455K | Buy |
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|
2019
Q2 | $420K | Buy |
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|
2019
Q1 | $178K | Buy |
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|
2018
Q4 | $159K | Buy |
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|
2018
Q3 | $166K | Buy |
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|
2018
Q2 | $155K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $208K | Buy |
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