HB 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $18M | Sell |
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|
2025
Q2 | $17.2M | Buy |
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|
2025
Q1 | $7.56M | Buy |
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|
2024
Q4 | $7.08M | Sell |
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|
2024
Q3 | $7.3M | Sell |
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|
2024
Q2 | $6.87M | Buy |
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|
2024
Q1 | $6.89M | Sell |
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|
2023
Q4 | $6.73M | Buy |
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|
2023
Q3 | $6.13M | Hold |
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|
2023
Q2 | $6.45M | Sell |
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|
2023
Q1 | $6.82M | Sell |
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|
2022
Q4 | $7.11M | Sell |
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|
2022
Q3 | $6.37M | Buy |
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|
2022
Q2 | $6.81M | Sell |
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|
2022
Q1 | $7.69M | Buy |
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|
2021
Q4 | $7.11M | Buy |
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