Creative Planning’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 | $44.1M | Buy |
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|
2025
Q2 | $40.2M | Buy |
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|
2025
Q1 | $39.4M | Buy |
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|
2024
Q4 | $36.2M | Sell |
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|
2024
Q3 | $38.2M | Sell |
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|
2024
Q2 | $34.3M | Sell |
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|
2024
Q1 | $35.3M | Sell |
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|
2023
Q4 | $34.5M | Buy |
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|
2023
Q3 | $29.9M | Sell |
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|
2023
Q2 | $35M | Buy |
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|
2023
Q1 | $34.8M | Sell |
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|
2022
Q4 | $36.2M | Buy |
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|
2022
Q3 | $31.4M | Buy |
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|
2022
Q2 | $32.8M | Buy |
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|
2022
Q1 | $33.4M | Buy |
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|
2021
Q4 | $30.6M | Sell |
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|
2021
Q3 | $28.9M | Sell |
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|
2021
Q2 | $32M | Buy |
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|
2021
Q1 | $28.2M | Sell |
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|
2020
Q4 | $24.5M | Sell |
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|
2020
Q3 | $21M | Sell |
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|
2020
Q2 | $21.1M | Sell |
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|
2020
Q1 | $20.8M | Buy |
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|
2019
Q4 | $18.4M | Sell |
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|
2019
Q3 | $18.9M | Buy |
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|
2019
Q2 | $18M | Buy |
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|
2019
Q1 | $17M | Sell |
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|
2018
Q4 | $16M | Buy |
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|
2018
Q3 | $11.3M | Buy |
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|
2018
Q2 | $11M | Buy |
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|
2018
Q1 | $10.7M | Buy |
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|
2017
Q4 | $10.6M | Buy |
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|
2017
Q3 | $9.77M | Sell |
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|
2017
Q2 | $9.83M | Sell |
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|
2017
Q1 | $9.76M | Sell |
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|
2016
Q4 | $9.79M | Buy |
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|
2016
Q3 | $9.29M | Buy |
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|
2016
Q2 | $8M | Sell |
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|
2016
Q1 | $8.15M | Buy |
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|
2015
Q4 | $7.32M | Sell |
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|
2015
Q3 | $7.57M | Buy |
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|
2015
Q2 | $4.76M | Sell |
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|
2015
Q1 | $5.22M | Buy |
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|
2014
Q4 | $5.03M | Buy |
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|
2014
Q3 | $4.24M | Buy |
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|
2014
Q2 | $3.87M | Sell |
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|
2014
Q1 | $3.81M | Sell |
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|
2013
Q4 | $4.75M | Sell |
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|
2013
Q3 | $4.62M | Buy |
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|
2013
Q2 | $3.31M | Buy |
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