Heritage Financial Services’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 | $293K | Hold |
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|
2025
Q2 | $274K | Sell |
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|
2025
Q1 | $281K | Buy |
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|
2024
Q4 | $259K | Hold |
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|
2024
Q3 | $266K | Buy |
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|
2024
Q2 | $203K | Hold |
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|
2024
Q1 | $207K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $203K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $197K | Hold |
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|
2022
Q1 | $215K | Hold |
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|
2021
Q4 | $205K | Buy |
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