IA
IFP Advisors’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.86M | Buy |
44,103
+672
| +2% | +$89.3K | 0.17% | 128 |
|
|
2025
Q1 | $5.83M | Buy |
43,431
+4,994
| +13% | +$671K | 0.18% | 116 |
|
|
2024
Q4 | $5.05M | Buy |
38,437
+21,125
| +122% | +$2.77M | 0.17% | 135 |
|
|
2024
Q3 | $2.34M | Buy |
17,312
+3,006
| +21% | +$406K | 0.08% | 265 |
|
|
2024
Q2 | $1.73M | Buy |
14,306
+180
| +1% | +$21.8K | 0.07% | 298 |
|
|
2024
Q1 | $1.74M | Sell |
14,126
-1,202
| -8% | -$148K | 0.08% | 277 |
|
|
2023
Q4 | $1.8M | Sell |
15,328
-5,667
| -27% | -$664K | 0.08% | 261 |
|
|
2023
Q3 | $2.26M | Sell |
20,995
-6,221
| -23% | -$670K | 0.1% | 208 |
|
|
2023
Q2 | $3.08M | Sell |
27,216
-7,008
| -20% | -$794K | 0.13% | 167 |
|
|
2023
Q1 | $2.57M | Sell |
34,224
-5,155
| -13% | -$387K | 0.11% | 186 |
|
|
2022
Q4 | $2.97M | Sell |
39,379
-60,804
| -61% | -$4.59M | 0.08% | 258 |
|
|
2022
Q3 | $7.59M | Buy |
100,183
+1,610
| +2% | +$122K | 0.2% | 101 |
|
|
2022
Q2 | $7.46M | Hold |
98,573
| – | – | 0.24% | 93 |
|
|
2022
Q1 | $7.46M | Buy |
98,573
+75,481
| +327% | +$5.71M | 0.24% | 93 |
|
|
2021
Q4 | $2.83M | Buy |
23,092
+1,114
| +5% | +$137K | 0.06% | 193 |
|
|
2021
Q3 | $2.53M | Sell |
21,978
-349
| -2% | -$40.1K | 0.05% | 205 |
|
|
2021
Q2 | $2.6M | Sell |
22,327
-81
| -0.4% | -$9.44K | 0.05% | 204 |
|
|
2021
Q1 | $2.56M | Sell |
22,408
-2,456
| -10% | -$281K | 0.05% | 188 |
|
|
2020
Q4 | $2.4M | Buy |
24,864
+1,903
| +8% | +$183K | 0.1% | 185 |
|
|
2020
Q3 | $1.87M | Buy |
22,961
+8,849
| +63% | +$721K | 0.11% | 178 |
|
|
2020
Q2 | $1.13M | Sell |
14,112
-2,484
| -15% | -$198K | 0.09% | 230 |
|
|
2020
Q1 | $1.24M | Sell |
16,596
-15,750
| -49% | -$1.18M | 0.13% | 177 |
|
|
2019
Q4 | $3.41M | Sell |
32,346
-4,708
| -13% | -$496K | 0.26% | 93 |
|
|
2019
Q3 | $3.76M | Buy |
+37,054
| New | +$3.76M | 0.25% | 90 |
|
|
2019
Q1 | $4.71M | Sell |
48,013
-82,220
| -63% | -$8.07M | 0.64% | 23 |
|
|
2018
Q4 | $11.6M | Sell |
130,233
-20,819
| -14% | -$1.85M | 0.7% | 13 |
|
|
2018
Q3 | $15.1M | Sell |
151,052
-1,603
| -1% | -$160K | 0.61% | 17 |
|
|
2018
Q2 | $14.9M | Sell |
152,655
-38,838
| -20% | -$3.8M | 0.63% | 16 |
|
|
2018
Q1 | $18.9M | Hold |
191,493
| – | – | 0.86% | 12 |
|
|
2017
Q4 | $18.9M | Sell |
191,493
-6,266
| -3% | -$618K | 0.86% | 12 |
|
|
2017
Q3 | $18.5M | Sell |
197,759
-1,757
| -0.9% | -$165K | 0.74% | 17 |
|
|
2017
Q2 | $18.4M | Buy |
199,516
+21,104
| +12% | +$1.95M | 0.78% | 11 |
|
|
2017
Q1 | $16.3M | Buy |
178,412
+11,986
| +7% | +$1.09M | 0.71% | 16 |
|
|
2016
Q4 | $14.7M | Buy |
166,426
+19,441
| +13% | +$1.72M | 0.71% | 17 |
|
|
2016
Q3 | $12.6M | Buy |
146,985
+78,573
| +115% | +$6.73M | 0.65% | 20 |
|
|
2016
Q2 | $5.83M | Buy |
68,412
+20,399
| +42% | +$1.74M | 0.33% | 60 |
|
|
2016
Q1 | $4.71M | Buy |
48,013
+1,182
| +3% | +$116K | 0.64% | 23 |
|
|
2015
Q4 | $3.52M | Buy |
+46,831
| New | +$3.52M | 0.24% | 90 |
|