D. Scott Neal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,667
| Closed | -$291K | – | 61 |
|
|
2023
Q3 | $291K | Hold |
2,667
| – | – | 0.25% | 49 |
|
|
2023
Q2 | $302K | Hold |
2,667
| – | – | 0.23% | 51 |
|
|
2023
Q1 | $313K | Hold |
2,667
| – | – | 0.17% | 47 |
|
|
2022
Q4 | $322K | Hold |
2,667
| – | – | 0.16% | 46 |
|
|
2022
Q3 | $286K | Hold |
2,667
| – | – | 0.12% | 50 |
|
|
2022
Q2 | $314K | Hold |
2,667
| – | – | 0.13% | 48 |
|
|
2022
Q1 | $342K | Hold |
2,667
| – | – | 0.14% | 50 |
|
|
2021
Q4 | $327K | Hold |
2,667
| – | – | 0.12% | 47 |
|
|
2021
Q3 | $306K | Hold |
2,667
| – | – | 0.13% | 43 |
|
|
2021
Q2 | $311K | Hold |
2,667
| – | – | 0.14% | 36 |
|
|
2021
Q1 | $304K | Hold |
2,667
| – | – | 0.14% | 34 |
|
|
2020
Q4 | $257K | Buy |
+2,667
| New | +$242K | 0.13% | 35 |
|
|
2019
Q3 | – | Sell |
-2,055
| Closed | -$205K | – | 36 |
|
|
2019
Q2 | $205K | Hold |
2,055
| – | – | 0.11% | 29 |
|
|
2019
Q1 | $202K | Buy |
+2,055
| New | +$197K | 0.11% | 31 |
|
|
2018
Q4 | – | Sell |
-2,206
| Closed | -$220K | – | 29 |
|
|
2018
Q3 | $220K | Sell |
2,206
-115
| -5% | -$11.5K | 0.11% | 32 |
|
|
2018
Q2 | $227K | Sell |
2,321
-4
| -0.2% | -$388 | 0.13% | 32 |
|
|
2018
Q1 | $221K | Sell |
2,325
-250
| -10% | -$24.4K | 0.13% | 35 |
|
|
2017
Q4 | $254K | Sell |
2,575
-63,468
| -96% | -$6.11M | 0.15% | 39 |
|
|
2017
Q3 | $6.18M | Sell |
66,043
-22,275
| -25% | -$2.06M | 3.73% | 9 |
|
|
2017
Q2 | $8.14M | Sell |
88,318
-497
| -0.6% | -$45.7K | 5.55% | 8 |
|
|
2017
Q1 | $8.09M | Sell |
88,815
-3,186
| -3% | -$289K | 5.21% | 9 |
|
|
2016
Q4 | $8.15M | Sell |
92,001
-1,448
| -2% | -$125K | 5.81% | 7 |
|
|
2016
Q3 | $8.01M | Buy |
93,449
+29,960
| +47% | +$2.59M | 6.29% | 7 |
|
|
2016
Q2 | $5.41M | Buy |
63,489
+3,680
| +6% | +$303K | 4.8% | 9 |
|
|
2016
Q1 | $4.88M | Sell |
59,809
-5,762
| -9% | -$440K | 4.58% | 9 |
|
|
2015
Q4 | $4.93M | Buy |
65,571
+2,550
| +4% | +$194K | 3.91% | 9 |
|
|
2015
Q3 | $4.58M | Buy |
63,021
+10,215
| +19% | +$763K | 3.85% | 10 |
|
|
2015
Q2 | $3.97M | Buy |
52,806
+3,335
| +7% | +$260K | 2.73% | 12 |
|
|
2015
Q1 | $3.86M | Sell |
49,471
-2,975
| -6% | -$235K | 2.76% | 12 |
|
|
2014
Q4 | $4.16M | Buy |
52,446
+2,495
| +5% | +$193K | 2.93% | 10 |
|
|
2014
Q3 | $3.69M | Buy |
49,951
+11,180
| +29% | +$843K | 2.93% | 10 |
|
|
2014
Q2 | $2.98M | Sell |
38,771
-345
| -0.9% | -$25.8K | 2.36% | 11 |
|
|
2014
Q1 | $2.87M | Sell |
39,116
-2,364
| -6% | -$168K | 2.41% | 13 |
|
|
2013
Q4 | $2.96M | Buy |
+41,480
| New | +$2.88M | 2.65% | 10 |
|
Other funds holding DVY
D. Scott Neal's DVY Position: Q4 2023 in Review
D. Scott Neal sold out of iShares Select Dividend ETF (DVY) in Q4 2023, closing a stake of 2,667 shares — an estimated $291K sold.
D. Scott Neal first reported a position in DVY in Q4 2013 and held it in 34 quarters. The position peaked at $8.15M in Q4 2016. 1,236 funds tracked by Wall St. Rank hold DVY as of Q4 2023.
- D. Scott Neal reported no remaining iShares Select Dividend ETF position as of Q4 2023 after selling out during the quarter.
- D. Scott Neal sold 2,667 iShares Select Dividend ETF shares in Q4 2023, an estimated $291K.
- D. Scott Neal first reported a position in iShares Select Dividend ETF in Q4 2013 and held it in 34 quarters.
- D. Scott Neal's iShares Select Dividend ETF position peaked at $8.15M in Q4 2016.
- 1,236 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2023.
Based on D. Scott Neal's 13F filing for Q4 2023, filed 17 Jan 2024.