FFA
Founders Financial Alliance’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $192K | Sell |
1,447
-765
| -35% | -$102K | 0.04% | 324 |
|
|
2025
Q1 | $297K | Buy |
2,212
+665
| +43% | +$89.3K | 0.07% | 259 |
|
|
2024
Q4 | $203K | Sell |
1,547
-1,240
| -44% | -$163K | 0.06% | 273 |
|
|
2024
Q3 | $376K | Buy |
2,787
+14
| +0.5% | +$1.89K | 0.1% | 192 |
|
|
2024
Q2 | $335K | Buy |
2,773
+10
| +0.4% | +$1.21K | 0.1% | 197 |
|
|
2024
Q1 | $340K | Buy |
2,763
+10
| +0.4% | +$1.23K | 0.1% | 198 |
|
|
2023
Q4 | $323K | Buy |
2,753
+505
| +22% | +$59.2K | 0.13% | 173 |
|
|
2023
Q3 | $242K | Buy |
2,248
+37
| +2% | +$3.98K | 0.11% | 192 |
|
|
2023
Q2 | $251K | Sell |
2,211
-179
| -7% | -$20.3K | 0.1% | 219 |
|
|
2023
Q1 | $280K | Buy |
2,390
+18
| +0.8% | +$2.11K | 0.14% | 158 |
|
|
2022
Q4 | $286K | Buy |
2,372
+17
| +0.7% | +$2.05K | 0.13% | 167 |
|
|
2022
Q3 | $253K | Sell |
2,355
-3,193
| -58% | -$343K | 0.13% | 173 |
|
|
2022
Q2 | $653K | Buy |
5,548
+3,331
| +150% | +$392K | 0.33% | 78 |
|
|
2022
Q1 | $284K | Buy |
2,217
+13
| +0.6% | +$1.67K | 0.13% | 160 |
|
|
2021
Q4 | $270K | Buy |
2,204
+13
| +0.6% | +$1.59K | 0.11% | 197 |
|
|
2021
Q3 | $251K | Sell |
2,191
-188
| -8% | -$21.5K | 0.12% | 183 |
|
|
2021
Q2 | $277K | Buy |
2,379
+15
| +0.6% | +$1.75K | 0.13% | 186 |
|
|
2021
Q1 | $284K | Buy |
2,364
+15
| +0.6% | +$1.8K | 0.14% | 169 |
|
|
2020
Q4 | $227K | Sell |
2,349
-11,741
| -83% | -$1.13M | 0.13% | 178 |
|
|
2020
Q3 | $1.15M | Buy |
+14,090
| New | +$1.15M | 0.69% | 29 |
|