Financial Engines 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 | $995K | Buy |
7,491
+1,647
| +28% | +$219K | ﹤0.01% | 297 |
|
|
2025
Q1 | $785K | Buy |
5,844
+414
| +8% | +$55.6K | ﹤0.01% | 282 |
|
|
2024
Q4 | $713K | Buy |
5,430
+1,431
| +36% | +$188K | ﹤0.01% | 296 |
|
|
2024
Q3 | $540K | Buy |
3,999
+1,947
| +95% | +$263K | ﹤0.01% | 274 |
|
|
2024
Q2 | $248K | Sell |
2,052
-221
| -10% | -$26.7K | ﹤0.01% | 328 |
|
|
2024
Q1 | $280K | Sell |
2,273
-1,298
| -36% | -$160K | ﹤0.01% | 303 |
|
|
2023
Q4 | $419K | Buy |
3,571
+206
| +6% | +$24.2K | ﹤0.01% | 242 |
|
|
2023
Q3 | $367K | Sell |
3,365
-34
| -1% | -$3.71K | ﹤0.01% | 224 |
|
|
2023
Q2 | $385K | Buy |
3,399
+186
| +6% | +$21.1K | ﹤0.01% | 227 |
|
|
2023
Q1 | $376K | Buy |
3,213
+164
| +5% | +$19.2K | ﹤0.01% | 228 |
|
|
2022
Q4 | $368K | Buy |
3,049
+109
| +4% | +$13.1K | ﹤0.01% | 229 |
|
|
2022
Q3 | $315K | Sell |
2,940
-576
| -16% | -$61.7K | ﹤0.01% | 236 |
|
|
2022
Q2 | $413K | Sell |
3,516
-80
| -2% | -$9.4K | ﹤0.01% | 220 |
|
|
2022
Q1 | $461K | Buy |
3,596
+693
| +24% | +$88.8K | ﹤0.01% | 208 |
|
|
2021
Q4 | $356K | Buy |
2,903
+71
| +3% | +$8.71K | ﹤0.01% | 190 |
|
|
2021
Q3 | $324K | Buy |
+2,832
| New | +$324K | ﹤0.01% | 207 |
|