FWL Investment Management’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 | $135K | Hold |
1,015
| – | – | 0.04% | 105 |
|
|
2025
Q1 | $136K | Hold |
1,015
| – | – | 0.05% | 95 |
|
|
2024
Q4 | $133K | Hold |
1,015
| – | – | 0.05% | 100 |
|
|
2024
Q3 | $137K | Hold |
1,015
| – | – | 0.05% | 83 |
|
|
2024
Q2 | $123K | Sell |
1,015
-35
| -3% | -$4.23K | 0.06% | 64 |
|
|
2024
Q1 | $129K | Hold |
1,050
| – | – | 0.07% | 62 |
|
|
2023
Q4 | $123K | Hold |
1,050
| – | – | 0.07% | 58 |
|
|
2023
Q3 | $113K | Buy |
+1,050
| New | +$113K | 0.08% | 55 |
|
|
2023
Q2 | – | Sell |
-1,050
| Closed | -$123K | – | 55 |
|
|
2023
Q1 | $123K | Sell |
1,050
-25
| -2% | -$2.93K | 0.09% | 51 |
|
|
2022
Q4 | $130K | Buy |
+1,075
| New | +$130K | 0.1% | 59 |
|