EP Wealth Advisors’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
Q2 | $3.1M | Buy |
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|
2025
Q1 | $2.98M | Sell |
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|
2024
Q4 | $3M | Buy |
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|
2024
Q3 | $2.55M | Buy |
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|
2024
Q2 | $1.14M | Sell |
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|
2024
Q1 | $1.24M | Sell |
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|
2023
Q4 | $1.21M | Sell |
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|
2023
Q3 | $1.21M | Sell |
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|
2023
Q2 | $1.26M | Buy |
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|
2023
Q1 | $352K | Sell |
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|
2022
Q4 | $1.45M | Sell |
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|
2022
Q3 | $1.41M | Sell |
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|
2022
Q2 | $1.78M | Sell |
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|
2022
Q1 | $2.02M | Buy |
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|
2021
Q4 | $1.93M | Buy |
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|
2021
Q3 | $1.76M | Buy |
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|
2021
Q2 | $1.4M | Buy |
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|
2021
Q1 | $1.31M | Buy |
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|
2020
Q4 | $1.01M | Sell |
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|
2020
Q3 | $907K | Sell |
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|
2020
Q2 | $993K | Sell |
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|
2020
Q1 | $991K | Buy |
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|
2019
Q4 | $979K | Buy |
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|
2019
Q3 | $929K | Sell |
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|
2019
Q2 | $970K | Buy |
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|
2019
Q1 | $910K | Buy |
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|
2018
Q4 | $607K | Buy |
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|
2018
Q3 | $597K | Buy |
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|
2018
Q2 | $453K | Hold |
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|
2018
Q1 | $441K | Buy |
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|
2017
Q4 | $411K | Hold |
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|
2017
Q3 | $390K | Hold |
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|
2017
Q2 | $384K | Buy |
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|
2017
Q1 | $307K | Sell |
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|
2016
Q4 | $335K | Buy |
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|
2016
Q3 | $245K | Hold |
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|
2016
Q2 | $244K | Sell |
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|
2016
Q1 | $451K | Buy |
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|
2015
Q4 | $245K | Sell |
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|
2015
Q3 | $281K | Sell |
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|
2015
Q2 | $296K | Hold |
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|
2015
Q1 | $307K | Sell |
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|
2014
Q4 | $459K | Buy |
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|
2014
Q3 | $316K | Hold |
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|
2014
Q2 | $329K | Hold |
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|
2014
Q1 | $313K | Sell |
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|
2013
Q4 | $391K | Sell |
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|
2013
Q3 | $413K | Buy |
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