Dakota Wealth Management’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 | $1.17M | Sell |
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|
2025
Q2 | $1.19M | Sell |
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|
2025
Q1 | $1.34M | Sell |
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|
2024
Q4 | $2.33M | Buy |
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|
2024
Q3 | $1.35M | Sell |
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|
2024
Q2 | $1.23M | Buy |
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|
2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | $876K | Sell |
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|
2023
Q3 | $851K | Buy |
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|
2023
Q2 | $789K | Buy |
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|
2023
Q1 | $792K | Sell |
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|
2022
Q4 | $840K | Hold |
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|
2022
Q3 | $747K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $203K | Buy |
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