DF Dent & Co’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
$242K Hold
2025
Q2
$226K Hold
2025
Q1
$229K Hold
2024
Q4
$224K Hold
2024
Q3
$230K Hold
2024
Q2
$206K Hold
2024
Q1
$210K Buy
2023
Q1
Sell
2022
Q4
$206K Buy
2022
Q3
Sell
2022
Q2
$201K Hold
2022
Q1
$218K Hold
2021
Q4
$209K Buy