Hixon Zuercher’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 | $495K | Sell |
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|
2025
Q2 | $463K | Buy |
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|
2025
Q1 | $445K | Sell |
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|
2024
Q4 | $459K | Buy |
|
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|
2024
Q3 | $278K | Hold |
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|
2024
Q2 | $249K | Hold |
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|
2024
Q1 | $253K | Buy |
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|
2023
Q4 | $235K | Hold |
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|
2023
Q3 | $216K | Sell |
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|
2023
Q2 | $307K | Hold |
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|
2023
Q1 | $317K | Hold |
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|
2022
Q4 | $327K | Hold |
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|
2022
Q3 | $290K | Hold |
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|
2022
Q2 | $319K | Hold |
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|
2022
Q1 | $347K | Buy |
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|
2021
Q4 | $328K | Sell |
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|
2021
Q3 | $310K | Hold |
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|
2021
Q2 | $315K | Hold |
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|
2021
Q1 | $309K | Buy |
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|
2020
Q4 | $243K | Hold |
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|
2020
Q3 | $206K | Buy |
|