Harel Insurance Investments & Financial Services’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
$103K Sell
778
-1,350
-63% -$179K ﹤0.01% 313
2025
Q1
$212K Sell
2,128
-3,210
-60% -$320K ﹤0.01% 271
2024
Q4
$701K Buy
5,338
+1,700
+47% +$223K 0.01% 143
2024
Q3
$491K Buy
3,638
+3,270
+889% +$441K 0.01% 167
2024
Q2
$45K Sell
368
-900
-71% -$110K ﹤0.01% 378
2024
Q1
$156K Buy
1,268
+310
+32% +$38.1K ﹤0.01% 268
2023
Q4
$112K Buy
958
+680
+245% +$79.5K ﹤0.01% 338
2023
Q3
$30K Sell
278
-1,655
-86% -$179K ﹤0.01% 514
2023
Q2
$219K Buy
1,933
+640
+49% +$72.5K 0.01% 303
2023
Q1
$152K Sell
1,293
-5,650
-81% -$664K ﹤0.01% 366
2022
Q4
$837K Buy
6,943
+2,900
+72% +$350K 0.02% 166
2022
Q3
$439K Sell
4,043
-1,774
-30% -$193K 0.01% 232
2022
Q2
$755K Buy
5,817
+4,678
+411% +$607K 0.02% 208
2022
Q1
$146K Sell
1,139
-846
-43% -$108K ﹤0.01% 401
2021
Q4
$243K Buy
1,985
+1,000
+102% +$122K ﹤0.01% 363
2021
Q3
$113K Sell
985
-1,610
-62% -$185K ﹤0.01% 441
2021
Q2
$359K Sell
2,595
-2,135
-45% -$295K 0.01% 516
2021
Q1
$1.15M Buy
4,730
+4,030
+576% +$980K 0.02% 333
2020
Q4
$67K Sell
700
-50
-7% -$4.79K ﹤0.01% 581
2020
Q3
$61K Buy
750
+650
+650% +$52.9K ﹤0.01% 438
2020
Q2
$8K Sell
100
-700
-88% -$56K ﹤0.01% 484
2020
Q1
$60K Buy
800
+530
+196% +$39.8K ﹤0.01% 255
2019
Q4
$28K Sell
270
-1,700
-86% -$176K ﹤0.01% 401
2019
Q3
$200K Sell
1,970
-1,700
-46% -$173K 0.01% 205
2019
Q2
$366K Buy
3,670
+1,830
+99% +$183K 0.02% 137
2019
Q1
$183K Buy
+1,840
New +$183K 0.01% 130
2018
Q3
Sell
-4,000
Closed -$391K 482
2018
Q2
$391K Buy
4,000
+1,000
+33% +$97.8K 0.02% 148
2018
Q1
$285K Buy
3,000
+2,934
+4,445% +$279K 0.02% 177
2017
Q4
$7K Sell
66
-1,500
-96% -$159K ﹤0.01% 440
2017
Q3
$147K Buy
1,566
+1,500
+2,273% +$141K 0.01% 210
2017
Q2
$6K Hold
66
﹤0.01% 413
2017
Q1
$6K Buy
+66
New +$6K ﹤0.01% 405
2016
Q4
Hold
0
-$665K 106
2016
Q3
Sell
-4,166
Closed -$350K 69
2016
Q2
$350K Buy
+4,166
New +$350K 0.04% 108
2016
Q1
Hold
0
76