Hoese & Co’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
$525K Sell
2025
Q2
$597K Buy
2025
Q1
$440K Hold
2024
Q4
$430K Hold
2024
Q3
$442K Sell
2024
Q2
$484K Sell
2024
Q1
$491K Hold
2023
Q4
$472K Hold
2023
Q3
$454K Hold
2023
Q2
$478K Hold
2023
Q1
$510K Hold
2022
Q4
$529K Hold
2022
Q3
$452K Hold
2022
Q2
$496K Hold
2022
Q1
$540K Hold
2021
Q4
$517K Hold
2021
Q3
$484K Hold
2021
Q2
$492K Hold
2021
Q1
$481K Buy