HCR Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

HCR Wealth Advisors’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$448K	Hold	3,373	–	–	0.05%	151
2025 Q1	$453K	Sell	3,373 -150	-4%	-$20.1K	0.06%	148
2024 Q4	$463K	Hold	3,523	–	–	0.06%	145
2024 Q3	$476K	Hold	3,523	–	–	0.06%	142
2024 Q2	$426K	Buy	3,523 +237	+7%	+$28.7K	0.06%	140
2024 Q1	$405K	Hold	3,286	–	–	0.06%	144
2023 Q4	$385K	Buy	3,286 +98	+3%	+$11.5K	0.06%	135
2023 Q3	$343K	Sell	3,188 -115	-3%	-$12.4K	0.08%	123
2023 Q2	$374K	Sell	3,303 -415	-11%	-$47K	0.07%	128
2023 Q1	$436K	Sell	3,718 -300	-7%	-$35.2K	0.09%	119
2022 Q4	$485K	Sell	4,018 -630	-14%	-$76K	0.1%	112
2022 Q3	$498K	Sell	4,648 -10	-0.2%	-$1.07K	0.11%	106
2022 Q2	$548K	Buy	4,658 +100	+2%	+$11.8K	0.11%	107
2022 Q1	$584K	Hold	4,558	–	–	0.1%	114
2021 Q4	$559K	Hold	4,558	–	–	0.09%	129
2021 Q3	$523K	Hold	4,558	–	–	0.09%	132
2021 Q2	$532K	Buy	4,558 +70	+2%	+$8.17K	0.09%	125
2021 Q1	$512K	Sell	4,488 -5,902	-57%	-$673K	0.1%	125
2020 Q4	$999K	Buy	10,390 +150	+1%	+$14.4K	0.21%	88
2020 Q3	$835K	Hold	10,240	–	–	0.19%	85
2020 Q2	$820K	Buy	10,240 +2	+0%	+$160	0.19%	78
2020 Q1	$753K	Sell	10,238 -585	-5%	-$43K	0.22%	75
2019 Q4	$1.14M	Buy	10,823 +5,868	+118%	+$620K	0.28%	68
2019 Q3	$505K	Sell	4,955 -6,073	-55%	-$619K	0.17%	95
2019 Q2	$1.1M	Hold	11,028	–	–	0.31%	62
2019 Q1	$1.08M	Buy	11,028 +5,993	+119%	+$589K	0.31%	69
2018 Q4	$450K	Sell	5,035 -415	-8%	-$37.1K	0.15%	102
2018 Q3	$525K	Hold	5,450	–	–	0.17%	96
2018 Q2	$533K	Sell	5,450 -365	-6%	-$35.7K	0.17%	104
2018 Q1	$553K	Buy	5,815 +200	+4%	+$19K	0.19%	105
2017 Q4	$553K	Sell	5,615 -1,999	-26%	-$197K	0.19%	103
2017 Q3	$713K	Buy	7,614 +1	+0%	+$94	0.3%	81
2017 Q2	$702K	Buy	7,613 +50	+0.7%	+$4.61K	0.35%	69
2017 Q1	$689K	Sell	7,563 -124	-2%	-$11.3K	0.35%	72
2016 Q4	$681K	Buy	+7,687	New	+$681K	0.36%	65