Financial Connections 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 | $66K | Hold |
497
| – | – | 0.03% | 93 |
|
|
2025
Q1 | $66K | Hold |
497
| – | – | 0.03% | 88 |
|
|
2024
Q4 | $65K | Hold |
497
| – | – | 0.03% | 83 |
|
|
2024
Q3 | $67K | Hold |
497
| – | – | 0.03% | 80 |
|
|
2024
Q2 | $60K | Buy |
+497
| New | +$60K | 0.03% | 92 |
|
|
2024
Q1 | – | Sell |
-497
| Closed | -$58K | – | 186 |
|
|
2023
Q4 | $58K | Buy |
+497
| New | +$58K | 0.04% | 95 |
|
|
2023
Q3 | – | Sell |
-497
| Closed | -$56K | – | 148 |
|
|
2023
Q2 | $56K | Hold |
497
| – | – | 0.04% | 100 |
|
|
2023
Q1 | $58K | Hold |
497
| – | – | 0.04% | 82 |
|
|
2022
Q4 | $59K | Hold |
497
| – | – | 0.05% | 79 |
|
|
2022
Q3 | $53K | Sell |
497
-335
| -40% | -$35.7K | 0.04% | 71 |
|
|
2022
Q2 | $97K | Buy |
832
+335
| +67% | +$39.1K | 0.09% | 73 |
|
|
2022
Q1 | $63K | Hold |
497
| – | – | 0.06% | 90 |
|
|
2021
Q4 | $60K | Buy |
+497
| New | +$60K | 0.06% | 94 |
|