Foundations Investment Advisors’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $607K | Sell |
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|
2025
Q4 | $589K | Buy |
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|
2025
Q3 | $210K | Sell |
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|
2025
Q2 | $485K | Buy |
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|
2025
Q1 | $436K | Sell |
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|
2024
Q4 | $2.2M | Sell |
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|
2024
Q3 | $2.29M | Sell |
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|
2024
Q2 | $2.32M | Buy |
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|
2024
Q1 | $974K | Buy |
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|
2023
Q4 | $915K | Sell |
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|
2023
Q3 | $862K | Sell |
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|
2023
Q2 | $922K | Buy |
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|
2023
Q1 | $707K | Buy |
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|
2022
Q4 | $700K | Sell |
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|
2022
Q3 | $685K | Buy |
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|
2022
Q2 | $315K | Buy |
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|
2022
Q1 | $265K | Hold |
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|
2021
Q4 | $260K | Sell |
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|
2021
Q3 | $462K | Sell |
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|
2021
Q2 | $91.8M | Buy |
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|
2021
Q1 | $82.3M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.14M | Buy |
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|
2019
Q3 | $991K | Buy |
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|
2019
Q2 | $525K | Sell |
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|
2019
Q1 | $594K | Buy |
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|
2018
Q4 | $240K | Sell |
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|
2018
Q3 | $305K | Buy |
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|
2018
Q2 | $213K | Buy |
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