Elk River Wealth Management’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 | $351K | Hold |
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|
2025
Q2 | $328K | Hold |
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|
2025
Q1 | $332K | Hold |
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|
2024
Q4 | $324K | Hold |
|
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|
2024
Q3 | $334K | Hold |
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|
2024
Q2 | $299K | Hold |
|
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|
2024
Q1 | $304K | Sell |
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|
2023
Q4 | $505K | Sell |
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|
2023
Q3 | $471K | Hold |
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|
2023
Q2 | $489K | Hold |
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|
2023
Q1 | $506K | Hold |
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|
2022
Q4 | $521K | Sell |
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|
2022
Q3 | $465K | Hold |
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|
2022
Q2 | $510K | Sell |
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|
2022
Q1 | $557K | Hold |
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|
2021
Q4 | $533K | Sell |
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|
2021
Q3 | $575K | Hold |
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|
2021
Q2 | $584K | Hold |
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|
2021
Q1 | $572K | Sell |
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|
2020
Q4 | $530K | Buy |
|