Indiana Trust & Investment Management’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 | $856K | Hold |
6,449
| – | – | 0.28% | 71 |
|
|
2025
Q1 | $866K | Hold |
6,449
| – | – | 0.31% | 69 |
|
|
2024
Q4 | $847K | Hold |
6,449
| – | – | 0.29% | 73 |
|
|
2024
Q3 | $871K | Buy |
6,449
+4,000
| +163% | +$540K | 0.3% | 70 |
|
|
2024
Q2 | $296K | Buy |
2,449
+1,396
| +133% | +$169K | 0.11% | 127 |
|
|
2024
Q1 | $130K | Hold |
1,053
| – | – | 0.05% | 192 |
|
|
2023
Q4 | $123K | Buy |
1,053
+169
| +19% | +$19.8K | 0.06% | 189 |
|
|
2023
Q3 | $95.2K | Buy |
+884
| New | +$95.2K | 0.05% | 203 |
|