DJYG
David J. Yvars Group’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
13,089
+1,859
| +17% | +$247K | 1.02% | 19 |
|
|
2025
Q1 | $1.5M | Buy |
11,230
+1,715
| +18% | +$230K | 1.18% | 16 |
|
|
2024
Q4 | $1.25M | Buy |
9,515
+74
| +0.8% | +$9.71K | 0.76% | 21 |
|
|
2024
Q3 | $1.27M | Sell |
9,441
-523
| -5% | -$70.6K | 0.79% | 22 |
|
|
2024
Q2 | $1.2M | Buy |
9,964
+23
| +0.2% | +$2.78K | 0.75% | 25 |
|
|
2024
Q1 | $1.22M | Buy |
9,941
+1,153
| +13% | +$142K | 0.82% | 23 |
|
|
2023
Q4 | $1.03M | Buy |
8,788
+1,721
| +24% | +$202K | 0.83% | 20 |
|
|
2023
Q3 | $761K | Sell |
7,067
-2,638
| -27% | -$284K | 0.63% | 26 |
|
|
2023
Q2 | $1.1M | Sell |
9,705
-372
| -4% | -$42.1K | 0.91% | 21 |
|
|
2023
Q1 | $1.18M | Sell |
10,077
-941
| -9% | -$110K | 1.07% | 22 |
|
|
2022
Q4 | $1.33M | Sell |
11,018
-688
| -6% | -$83K | 1.67% | 14 |
|
|
2022
Q3 | $1.26M | Sell |
11,706
-1,440
| -11% | -$154K | 1.39% | 18 |
|
|
2022
Q2 | $1.57M | Buy |
13,146
+11,505
| +701% | +$1.37M | 2.13% | 11 |
|
|
2022
Q1 | $210K | Buy |
+1,641
| New | +$210K | 0.15% | 73 |
|