Francis Financial’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 | $222K | Hold |
1,675
| – | – | 0.05% | 86 |
|
|
2025
Q1 | $225K | Hold |
1,675
| – | – | 0.05% | 84 |
|
|
2024
Q4 | $220K | Hold |
1,675
| – | – | 0.06% | 87 |
|
|
2024
Q3 | $226K | Hold |
1,675
| – | – | 0.06% | 85 |
|
|
2024
Q2 | $203K | Hold |
1,675
| – | – | 0.06% | 78 |
|
|
2024
Q1 | $206K | Buy |
+1,675
| New | +$206K | 0.07% | 67 |
|