Fiducient 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 | $1.56M | Buy |
11,733
+16
| +0.1% | +$2.13K | 0.19% | 61 |
|
|
2025
Q1 | $1.57M | Sell |
11,717
-91
| -0.8% | -$12.2K | 0.2% | 56 |
|
|
2024
Q4 | $1.55M | Buy |
11,808
+9
| +0.1% | +$1.18K | 0.19% | 46 |
|
|
2024
Q3 | $1.59M | Sell |
11,799
-6,105
| -34% | -$825K | 0.18% | 48 |
|
|
2024
Q2 | $2.17M | Sell |
17,904
-481
| -3% | -$58.2K | 0.3% | 37 |
|
|
2024
Q1 | $2.26M | Hold |
18,385
| – | – | 0.45% | 29 |
|
|
2023
Q4 | $2.16M | Buy |
18,385
+10,024
| +120% | +$1.18M | 0.4% | 27 |
|
|
2023
Q3 | $900K | Buy |
+8,361
| New | +$900K | 0.05% | 48 |
|