Crestwood Advisors Group’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 | $678K | Hold |
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|
2025
Q2 | $633K | Hold |
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|
2025
Q1 | $640K | Hold |
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|
2024
Q4 | $626K | Sell |
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|
2024
Q3 | $656K | Sell |
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|
2024
Q2 | $709K | Sell |
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|
2024
Q1 | $753K | Buy |
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|
2023
Q4 | $387K | Sell |
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|
2023
Q3 | $437K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $251K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $61K | Buy |
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