Gen-Wealth Partners’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 | $109K | Hold |
823
| – | – | 0.04% | 274 |
|
2025
Q1 | $111K | Hold |
823
| – | – | 0.05% | 266 |
|
2024
Q4 | $108K | Hold |
823
| – | – | 0.05% | 276 |
|
2024
Q3 | $111K | Hold |
823
| – | – | 0.05% | 274 |
|
2024
Q2 | $99.6K | Hold |
823
| – | – | 0.05% | 282 |
|
2024
Q1 | $101K | Buy |
+823
| New | +$101K | 0.05% | 298 |
|