Darden Wealth Group’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 | $2.15M | Sell |
16,207
-677
| -4% | -$89.9K | 1.3% | 13 |
|
|
2025
Q1 | $2.27M | Buy |
16,884
+778
| +5% | +$104K | 1.76% | 12 |
|
|
2024
Q4 | $2.11M | Sell |
16,106
-14
| -0.1% | -$1.84K | 1.42% | 13 |
|
|
2024
Q3 | $2.18M | Sell |
16,120
-287
| -2% | -$38.8K | 1.56% | 11 |
|
|
2024
Q2 | $1.98M | Sell |
16,407
-442
| -3% | -$53.5K | 1.2% | 13 |
|
|
2024
Q1 | $2.08M | Sell |
16,849
-684
| -4% | -$84.3K | 1.63% | 10 |
|
|
2023
Q4 | $2.06M | Buy |
+17,533
| New | +$2.06M | 1.98% | 8 |
|