Fiduciary Group’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 | $566K | Hold |
4,264
| – | – | 0.05% | 187 |
|
|
2025
Q1 | $573K | Hold |
4,264
| – | – | 0.06% | 182 |
|
|
2024
Q4 | $560K | Hold |
4,264
| – | – | 0.06% | 184 |
|
|
2024
Q3 | $576K | Hold |
4,264
| – | – | 0.06% | 181 |
|
|
2024
Q2 | $516K | Hold |
4,264
| – | – | 0.06% | 186 |
|
|
2024
Q1 | $525K | Buy |
4,264
+829
| +24% | +$102K | 0.06% | 184 |
|
|
2023
Q4 | $403K | Hold |
3,435
| – | – | 0.05% | 192 |
|
|
2023
Q3 | $370K | Hold |
3,435
| – | – | 0.05% | 185 |
|
|
2023
Q2 | $389K | Hold |
3,435
| – | – | 0.05% | 183 |
|
|
2023
Q1 | $402K | Buy |
+3,435
| New | +$402K | 0.05% | 179 |
|