Insight Advisors’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 | $279K | Buy |
2,097
+7
| +0.3% | +$930 | 0.04% | 225 |
|
|
2025
Q1 | $280K | Buy |
2,090
+9
| +0.4% | +$1.21K | 0.05% | 222 |
|
|
2024
Q4 | $272K | Buy |
2,081
+9
| +0.4% | +$1.18K | 0.05% | 236 |
|
|
2024
Q3 | $280K | Buy |
2,072
+9
| +0.4% | +$1.22K | 0.05% | 235 |
|
|
2024
Q2 | $249K | Buy |
2,063
+7
| +0.3% | +$846 | 0.05% | 249 |
|
|
2024
Q1 | $253K | Sell |
2,056
-87
| -4% | -$10.7K | 0.05% | 252 |
|
|
2023
Q4 | $251K | Buy |
2,143
+16
| +0.8% | +$1.88K | 0.05% | 238 |
|
|
2023
Q3 | $229K | Hold |
2,127
| – | – | 0.05% | 244 |
|
|
2023
Q2 | $241K | Buy |
2,127
+4
| +0.2% | +$453 | 0.05% | 246 |
|
|
2023
Q1 | $249K | Sell |
2,123
-46
| -2% | -$5.39K | 0.06% | 253 |
|
|
2022
Q4 | $261K | Buy |
2,169
+18
| +0.8% | +$2.17K | 0.09% | 265 |
|
|
2022
Q3 | $231K | Sell |
2,151
-10
| -0.5% | -$1.07K | 0.09% | 245 |
|
|
2022
Q2 | $261K | Buy |
2,161
+199
| +10% | +$24K | 0.09% | 249 |
|
|
2022
Q1 | $251K | Buy |
+1,962
| New | +$251K | 0.08% | 275 |
|
|
2021
Q2 | – | Sell |
-1,691
| Closed | -$200K | – | 315 |
|
|
2021
Q1 | $200K | Buy |
+1,691
| New | +$200K | 0.06% | 316 |
|