GeoWealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $495K | Sell |
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|
2024
Q4 | $1.17M | Buy |
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|
2024
Q3 | $752K | Buy |
|
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|
2024
Q2 | $595K | Buy |
|
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $14K | Buy |
|
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|
2023
Q3 | $10K | Buy |
|
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|
2023
Q2 | $10K | Sell |
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|
2023
Q1 | $10K | Buy |
|
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $144K | Sell |
|
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|
2021
Q2 | $14.8M | Buy |
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|
2021
Q1 | $13.1M | Buy |
|