Family Management’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4K | Hold |
131
| – | – | ﹤0.01% | 207 |
|
|
2025
Q1 | $17.6K | Hold |
131
| – | – | ﹤0.01% | 189 |
|
|
2024
Q4 | $17.2K | Hold |
131
| – | – | ﹤0.01% | 177 |
|
|
2024
Q3 | $17.7K | Hold |
131
| – | – | ﹤0.01% | 180 |
|
|
2024
Q2 | $15.8K | Hold |
131
| – | – | ﹤0.01% | 164 |
|
|
2024
Q1 | $16.1K | Hold |
131
| – | – | ﹤0.01% | 167 |
|
|
2023
Q4 | $15.4K | Hold |
131
| – | – | ﹤0.01% | 157 |
|
|
2023
Q3 | $14.1K | Hold |
131
| – | – | ﹤0.01% | 145 |
|
|
2023
Q2 | $14.8K | Hold |
131
| – | – | ﹤0.01% | 155 |
|
|
2023
Q1 | $15.3K | Hold |
131
| – | – | ﹤0.01% | 143 |
|
|
2022
Q4 | $15.8K | Hold |
131
| – | – | ﹤0.01% | 159 |
|
|
2022
Q3 | $14K | Hold |
131
| – | – | ﹤0.01% | 147 |
|
|
2022
Q2 | $15K | Hold |
131
| – | – | ﹤0.01% | 160 |
|
|
2022
Q1 | $17K | Hold |
131
| – | – | ﹤0.01% | 163 |
|
|
2021
Q4 | $16K | Hold |
131
| – | – | ﹤0.01% | 174 |
|
|
2021
Q3 | $15K | Hold |
131
| – | – | ﹤0.01% | 169 |
|
|
2021
Q2 | $15K | Sell |
131
-100
| -43% | -$11.5K | ﹤0.01% | 190 |
|
|
2021
Q1 | $26K | Buy |
231
+100
| +76% | +$11.3K | 0.01% | 160 |
|
|
2020
Q4 | $13K | Hold |
131
| – | – | ﹤0.01% | 166 |
|
|
2020
Q3 | $11K | Hold |
131
| – | – | ﹤0.01% | 122 |
|
|
2020
Q2 | $11K | Hold |
131
| – | – | ﹤0.01% | 156 |
|
|
2020
Q1 | $10K | Hold |
131
| – | – | 0.01% | 152 |
|
|
2019
Q4 | $14K | Hold |
131
| – | – | ﹤0.01% | 176 |
|
|
2019
Q3 | $13K | Buy |
+131
| New | +$13K | ﹤0.01% | 175 |
|