Creekmur Asset 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
$375K Buy
2,825
+1,497
+113% +$199K 0.07% 151
2025
Q1
$178K Buy
1,328
+733
+123% +$98.4K 0.04% 216
2024
Q4
$78.2K Buy
595
+2
+0.3% +$263 0.02% 178
2024
Q3
$80.2K Buy
593
+2
+0.3% +$270 0.02% 167
2024
Q2
$71.5K Buy
591
+1
+0.2% +$121 0.02% 205
2024
Q1
$72.6K Buy
590
+2
+0.3% +$246 0.02% 208
2023
Q4
$68.9K Buy
+588
New +$68.9K 0.02% 255