Heartwood Wealth Advisors’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 | $627K | Hold |
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|
2025
Q2 | $586K | Sell |
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|
2025
Q1 | $595K | Sell |
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|
2024
Q4 | $594K | Hold |
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|
2024
Q3 | $611K | Hold |
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|
2024
Q2 | $547K | Hold |
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|
2024
Q1 | $557K | Sell |
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|
2023
Q4 | $675K | Buy |
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|
2023
Q3 | $500K | Sell |
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|
2023
Q2 | $896K | Buy |
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|
2023
Q1 | $586K | Sell |
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|
2022
Q4 | $631K | Sell |
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|
2022
Q3 | $858K | Buy |
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|
2022
Q2 | $615K | Sell |
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|
2022
Q1 | $716K | Hold |
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|
2021
Q4 | $685K | Buy |
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|
2021
Q3 | $638K | Sell |
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|
2021
Q2 | $664K | Hold |
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|
2021
Q1 | $650K | Sell |
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|
2020
Q4 | $637K | Sell |
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|
2020
Q3 | $8.35M | Buy |
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|
2020
Q2 | $240K | Hold |
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|
2020
Q1 | $219K | Sell |
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|
2019
Q4 | $382K | Buy |
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