Dale Q Rice Investment 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
$847K Sell
6,307
-6,260
-50% -$841K 0.7% 21
2025
Q1
$1.69M Sell
12,567
-3
-0% -$403 0.87% 19
2024
Q4
$1.65M Buy
+12,570
New +$1.65M 0.73% 21