IWS
Insight Wealth Strategies’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Buy |
3,395
+28
| +0.8% | +$3.79K | 0.06% | 125 |
|
|
2025
Q1 | $452K | Buy |
3,367
+17
| +0.5% | +$2.28K | 0.06% | 123 |
|
|
2024
Q4 | $440K | Buy |
3,350
+24
| +0.7% | +$3.15K | 0.06% | 124 |
|
|
2024
Q3 | $449K | Buy |
3,326
+25
| +0.8% | +$3.38K | 0.06% | 133 |
|
|
2024
Q2 | $399K | Sell |
3,301
-54
| -2% | -$6.53K | 0.06% | 139 |
|
|
2024
Q1 | $413K | Buy |
3,355
+11
| +0.3% | +$1.36K | 0.06% | 140 |
|
|
2023
Q4 | $392K | Buy |
3,344
+33
| +1% | +$3.87K | 0.06% | 138 |
|
|
2023
Q3 | $356K | Sell |
3,311
-21
| -0.6% | -$2.26K | 0.07% | 127 |
|
|
2023
Q2 | $377K | Sell |
3,332
-243
| -7% | -$27.5K | 0.07% | 120 |
|
|
2023
Q1 | $419K | Sell |
3,575
-51
| -1% | -$5.98K | 0.08% | 114 |
|
|
2022
Q4 | $437K | Buy |
3,626
+14
| +0.4% | +$1.69K | 0.08% | 107 |
|
|
2022
Q3 | $425K | Hold |
3,612
| – | – | 0.08% | 118 |
|
|
2022
Q2 | $425K | Sell |
3,612
-162
| -4% | -$19.1K | 0.08% | 118 |
|
|
2022
Q1 | $484K | Sell |
3,774
-65
| -2% | -$8.34K | 0.07% | 123 |
|
|
2021
Q4 | $471K | Sell |
3,839
-8,419
| -69% | -$1.03M | 0.07% | 121 |
|
|
2021
Q3 | $1.41M | Buy |
12,258
+47
| +0.4% | +$5.39K | 0.2% | 73 |
|
|
2021
Q2 | $1.42M | Buy |
12,211
+6,447
| +112% | +$752K | 0.2% | 68 |
|
|
2021
Q1 | $658K | Sell |
5,764
-93
| -2% | -$10.6K | 0.09% | 129 |
|
|
2020
Q4 | $563K | Sell |
5,857
-753
| -11% | -$72.4K | 0.1% | 107 |
|
|
2020
Q3 | $539K | Sell |
6,610
-1,161
| -15% | -$94.7K | 0.1% | 94 |
|
|
2020
Q2 | $627K | Sell |
7,771
-2,750
| -26% | -$222K | 0.14% | 69 |
|
|
2020
Q1 | $774K | Sell |
10,521
-141,050
| -93% | -$10.4M | 0.21% | 45 |
|
|
2019
Q4 | $16M | Buy |
151,571
+434
| +0.3% | +$45.9K | 3.39% | 9 |
|
|
2019
Q3 | $15.4M | Buy |
151,137
+12,651
| +9% | +$1.29M | 3.62% | 8 |
|
|
2019
Q2 | $13.8M | Buy |
138,486
+17,864
| +15% | +$1.78M | 3.37% | 11 |
|
|
2019
Q1 | $11.8M | Buy |
120,622
+5,753
| +5% | +$565K | 3.31% | 11 |
|
|
2018
Q4 | $10.3M | Buy |
+114,869
| New | +$10.3M | 3.14% | 13 |
|