Hixon Zuercher’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Buy |
3,489
+175
| +5% | +$23.2K | 0.15% | 76 |
|
|
2025
Q1 | $445K | Sell |
3,314
-179
| -5% | -$24K | 0.16% | 79 |
|
|
2024
Q4 | $459K | Buy |
3,493
+1,437
| +70% | +$189K | 0.18% | 74 |
|
|
2024
Q3 | $278K | Hold |
2,056
| – | – | 0.11% | 73 |
|
|
2024
Q2 | $249K | Hold |
2,056
| – | – | 0.1% | 64 |
|
|
2024
Q1 | $253K | Buy |
2,056
+53
| +3% | +$6.53K | 0.11% | 60 |
|
|
2023
Q4 | $235K | Hold |
2,003
| – | – | 0.11% | 60 |
|
|
2023
Q3 | $216K | Sell |
2,003
-705
| -26% | -$75.9K | 0.11% | 56 |
|
|
2023
Q2 | $307K | Hold |
2,708
| – | – | 0.15% | 56 |
|
|
2023
Q1 | $317K | Hold |
2,708
| – | – | 0.19% | 51 |
|
|
2022
Q4 | $327K | Hold |
2,708
| – | – | 0.2% | 52 |
|
|
2022
Q3 | $290K | Hold |
2,708
| – | – | 0.19% | 52 |
|
|
2022
Q2 | $319K | Hold |
2,708
| – | – | 0.21% | 50 |
|
|
2022
Q1 | $347K | Buy |
2,708
+30
| +1% | +$3.84K | 0.19% | 51 |
|
|
2021
Q4 | $328K | Sell |
2,678
-27
| -1% | -$3.31K | 0.16% | 57 |
|
|
2021
Q3 | $310K | Hold |
2,705
| – | – | 0.18% | 51 |
|
|
2021
Q2 | $315K | Hold |
2,705
| – | – | 0.19% | 51 |
|
|
2021
Q1 | $309K | Buy |
2,705
+182
| +7% | +$20.8K | 0.2% | 50 |
|
|
2020
Q4 | $243K | Hold |
2,523
| – | – | 0.17% | 54 |
|
|
2020
Q3 | $206K | Buy |
+2,523
| New | +$206K | 0.16% | 53 |
|