Grassi Investment 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 | $421K | Sell |
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|
2025
Q1 | $447K | Buy |
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|
2024
Q4 | $436K | Buy |
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|
2024
Q3 | $447K | Buy |
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|
2024
Q2 | $400K | Sell |
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|
2024
Q1 | $543K | Sell |
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|
2023
Q4 | $546K | Sell |
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|
2023
Q3 | $529K | Sell |
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|
2023
Q2 | $560K | Sell |
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|
2023
Q1 | $640K | Sell |
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|
2022
Q4 | $691K | Buy |
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|
2022
Q3 | $597K | Buy |
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|
2022
Q2 | $628K | Sell |
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|
2022
Q1 | $747K | Sell |
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|
2021
Q4 | $727K | Buy |
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|
2021
Q3 | $573K | Buy |
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|
2021
Q2 | $574K | Buy |
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|
2021
Q1 | $560K | Buy |
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|
2020
Q4 | $463K | Buy |
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|
2020
Q3 | $349K | Buy |
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|
2020
Q2 | $311K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $298K | Buy |
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