Hurlow Wealth Management Group’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 | – | Sell |
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|
2025
Q2 | $542K | Hold |
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|
2025
Q1 | $548K | Sell |
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|
2024
Q4 | $547K | Hold |
|
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|
2024
Q3 | $563K | Sell |
|
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|
2024
Q2 | $596K | Sell |
|
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|
2024
Q1 | $635K | Hold |
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|
2023
Q4 | $604K | Hold |
|
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|
2023
Q3 | $555K | Hold |
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|
2023
Q2 | $584K | Hold |
|
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|
2023
Q1 | $604K | Hold |
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|
2022
Q4 | $622K | Hold |
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|
2022
Q3 | $553K | Hold |
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|
2022
Q2 | $606K | Hold |
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|
2022
Q1 | $660K | Hold |
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|
2021
Q4 | $498K | Hold |
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|
2021
Q3 | $591K | Hold |
|
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|
2021
Q2 | $601K | Hold |
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|
2021
Q1 | $588K | Hold |
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|
2020
Q4 | $496K | Hold |
|
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|
2020
Q3 | $420K | Hold |
|
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|
2020
Q2 | $414K | Hold |
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|
2020
Q1 | $400K | Hold |
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|
2019
Q4 | $545K | Hold |
|
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|
2019
Q3 | $518K | Hold |
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|
2019
Q2 | $519K | Hold |
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|
2019
Q1 | $521K | Hold |
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|
2018
Q4 | $481K | Buy |
|