Grand Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $177K | Buy |
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|
2025
Q3 | $128K | Hold |
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|
2025
Q2 | $119K | Hold |
|
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|
2025
Q1 | $121K | Hold |
|
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|
2024
Q4 | $118K | Hold |
|
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|
2024
Q3 | $121K | Hold |
|
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|
2024
Q2 | $109K | Hold |
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|
2024
Q1 | $111K | Hold |
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|
2023
Q4 | $105K | Hold |
|
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|
2023
Q3 | $96.8K | Hold |
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|
2023
Q2 | $102K | Hold |
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|
2023
Q1 | $105K | Hold |
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|
2022
Q4 | $108K | Hold |
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|
2022
Q3 | $96K | Hold |
|
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|
2022
Q2 | $106K | Hold |
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|
2022
Q1 | $115K | Hold |
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|
2021
Q4 | $110K | Buy |
|