Farther Finance Advisors’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 | $1.63M | Buy |
12,248
+2,049
| +20% | +$272K | 0.03% | 425 |
|
|
2025
Q1 | $1.37M | Buy |
10,199
+8,895
| +682% | +$1.19M | 0.03% | 399 |
|
|
2024
Q4 | $171K | Buy |
1,304
+48
| +4% | +$6.3K | 0.01% | 1058 |
|
|
2024
Q3 | $170K | Buy |
1,256
+1
| +0.1% | +$135 | 0.01% | 1060 |
|
|
2024
Q2 | $151K | Buy |
1,255
+508
| +68% | +$61.1K | 0.01% | 960 |
|
|
2024
Q1 | $91.3K | Buy |
747
+2
| +0.3% | +$245 | 0.01% | 970 |
|
|
2023
Q4 | $87.3K | Buy |
745
+240
| +48% | +$28.1K | 0.01% | 842 |
|
|
2023
Q3 | $54.4K | Buy |
505
+54
| +12% | +$5.81K | 0.01% | 745 |
|
|
2023
Q2 | $51.1K | Buy |
451
+130
| +40% | +$14.7K | 0.01% | 666 |
|
|
2023
Q1 | $37.6K | Buy |
321
+264
| +463% | +$30.9K | 0.01% | 692 |
|
|
2022
Q4 | $6.87K | Buy |
+57
| New | +$6.87K | ﹤0.01% | 1068 |
|