Independent Advisor Alliance’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
Q1 | – | Sell |
-25,813
| Closed | -$3.39M | – | 926 |
|
|
2024
Q4 | $3.39M | Buy |
+25,813
| New | +$3.39M | 0.04% | 361 |
|
|
2023
Q1 | – | Sell |
-4,794
| Closed | -$578K | – | 675 |
|
|
2022
Q4 | $578K | Buy |
4,794
+3
| +0.1% | +$362 | 0.2% | 70 |
|
|
2022
Q3 | $514K | Buy |
4,791
+1,564
| +48% | +$168K | 0.03% | 366 |
|
|
2022
Q2 | $380K | Buy |
+3,227
| New | +$380K | 0.02% | 437 |
|
|
2020
Q1 | – | Sell |
-9,236
| Closed | -$976K | – | 490 |
|
|
2019
Q4 | $976K | Buy |
+9,236
| New | +$976K | 0.04% | 371 |
|
|
2017
Q2 | – | Sell |
-8,653
| Closed | -$785K | – | 266 |
|
|
2017
Q1 | $785K | Buy |
+8,653
| New | +$785K | 0.12% | 188 |
|