Greenleaf Trust’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
Q3 | $708K | Hold |
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|
2025
Q2 | $662K | Hold |
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|
2025
Q1 | $669K | Sell |
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|
2024
Q4 | $671K | Sell |
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|
2024
Q3 | $698K | Sell |
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|
2024
Q2 | $756K | Buy |
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|
2024
Q1 | $708K | Buy |
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|
2023
Q4 | $570K | Sell |
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|
2023
Q3 | $537K | Sell |
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|
2023
Q2 | $677K | Hold |
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|
2023
Q1 | $700K | Buy |
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|
2022
Q4 | $625K | Buy |
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|
2022
Q3 | $542K | Buy |
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|
2022
Q2 | $510K | Buy |
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|
2022
Q1 | $214K | Hold |
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|
2021
Q4 | $205K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $614K | Buy |
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