Grand Wealth 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 | $119K | Hold |
899
| – | – | 0.06% | 47 |
|
|
2025
Q1 | $121K | Hold |
899
| – | – | 0.07% | 41 |
|
|
2024
Q4 | $118K | Hold |
899
| – | – | 0.07% | 42 |
|
|
2024
Q3 | $121K | Hold |
899
| – | – | 0.07% | 42 |
|
|
2024
Q2 | $109K | Hold |
899
| – | – | 0.06% | 42 |
|
|
2024
Q1 | $111K | Hold |
899
| – | – | 0.05% | 49 |
|
|
2023
Q4 | $105K | Hold |
899
| – | – | 0.06% | 50 |
|
|
2023
Q3 | $96.8K | Hold |
899
| – | – | 0.06% | 47 |
|
|
2023
Q2 | $102K | Hold |
899
| – | – | 0.06% | 44 |
|
|
2023
Q1 | $105K | Hold |
899
| – | – | 0.06% | 43 |
|
|
2022
Q4 | $108K | Hold |
899
| – | – | 0.07% | 43 |
|
|
2022
Q3 | $96K | Hold |
899
| – | – | 0.05% | 40 |
|
|
2022
Q2 | $106K | Hold |
899
| – | – | 0.05% | 42 |
|
|
2022
Q1 | $115K | Hold |
899
| – | – | 0.05% | 36 |
|
|
2021
Q4 | $110K | Buy |
+899
| New | +$110K | 0.05% | 38 |
|