Dynamic Advisor Solutions’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 | $266K | Sell |
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|
2025
Q2 | $299K | Sell |
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|
2025
Q1 | $325K | Buy |
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|
2024
Q4 | $292K | Sell |
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|
2024
Q3 | $819K | Sell |
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|
2024
Q2 | $843K | Sell |
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|
2024
Q1 | $875K | Buy |
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|
2023
Q4 | $745K | Buy |
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|
2023
Q3 | $668K | Buy |
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|
2023
Q2 | $696K | Sell |
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|
2023
Q1 | $802K | Buy |
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|
2022
Q4 | $736K | Hold |
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|
2022
Q3 | $654K | Sell |
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|
2022
Q2 | $849K | Buy |
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|
2022
Q1 | $869K | Buy |
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|
2021
Q4 | $661K | Sell |
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|
2021
Q3 | $1.01M | Sell |
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|
2021
Q2 | $1.13M | Buy |
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|
2021
Q1 | $851K | Sell |
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|
2020
Q4 | $833K | Sell |
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|
2020
Q3 | $953K | Sell |
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|
2020
Q2 | $1.16M | Sell |
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|
2020
Q1 | $1.33M | Sell |
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|
2019
Q4 | $1.94M | Buy |
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|
2019
Q3 | $1.44M | Buy |
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|
2019
Q2 | $1.26M | Buy |
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|
2019
Q1 | $291K | Buy |
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|
2018
Q4 | $272K | Sell |
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|
2018
Q3 | $3.94M | Sell |
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|
2018
Q2 | $3.88M | Buy |
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|
2018
Q1 | $2.74M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $205K | Sell |
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|
2016
Q2 | $1.8M | Buy |
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|
2016
Q1 | $1.4M | Sell |
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|
2015
Q4 | $1.32M | Buy |
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|
2015
Q3 | $1.07M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $1.03M | Sell |
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|
2014
Q4 | $1.17M | Buy |
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|
2014
Q3 | $1.05M | Sell |
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|
2014
Q2 | $1.41M | Buy |
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|
2014
Q1 | $989K | Buy |
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|
2013
Q4 | $690K | Buy |
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