Independent Wealth Network’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 | $1.11M | Buy |
8,353
+70
| +0.8% | +$9.3K | 0.4% | 62 |
|
|
2025
Q1 | $1.11M | Sell |
8,283
-6
| -0.1% | -$806 | 0.44% | 57 |
|
|
2024
Q4 | $1.09M | Buy |
8,289
+1,222
| +17% | +$160K | 0.44% | 57 |
|
|
2024
Q3 | $955K | Sell |
7,067
-245
| -3% | -$33.1K | 0.42% | 61 |
|
|
2024
Q2 | $885K | Sell |
7,312
-351
| -5% | -$42.5K | 0.41% | 64 |
|
|
2024
Q1 | $944K | Sell |
7,663
-42
| -0.5% | -$5.17K | 0.44% | 55 |
|
|
2023
Q4 | $903K | Buy |
7,705
+1,147
| +17% | +$134K | 0.48% | 53 |
|
|
2023
Q3 | $706K | Sell |
6,558
-436
| -6% | -$46.9K | 0.43% | 56 |
|
|
2023
Q2 | $792K | Sell |
6,994
-718
| -9% | -$81.3K | 0.48% | 50 |
|
|
2023
Q1 | $904K | Sell |
7,712
-155
| -2% | -$18.2K | 0.58% | 41 |
|
|
2022
Q4 | $949K | Buy |
7,867
+95
| +1% | +$11.5K | 0.65% | 32 |
|
|
2022
Q3 | $833K | Buy |
7,772
+3
| +0% | +$322 | 0.65% | 34 |
|
|
2022
Q2 | $914K | Buy |
7,769
+196
| +3% | +$23.1K | 0.66% | 36 |
|
|
2022
Q1 | $970K | Sell |
7,573
-310
| -4% | -$39.7K | 0.62% | 40 |
|
|
2021
Q4 | $966K | Buy |
7,883
+516
| +7% | +$63.2K | 0.59% | 43 |
|
|
2021
Q3 | $883K | Buy |
+7,367
| New | +$883K | 0.58% | 43 |
|