Insight Wealth Strategies’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $486K | Buy |
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|
2025
Q2 | $460K | Buy |
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|
2025
Q1 | $452K | Buy |
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|
2024
Q4 | $440K | Buy |
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|
2024
Q3 | $449K | Buy |
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|
2024
Q2 | $399K | Sell |
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|
2024
Q1 | $413K | Buy |
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|
2023
Q4 | $392K | Buy |
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|
2023
Q3 | $356K | Sell |
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|
2023
Q2 | $377K | Sell |
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|
2023
Q1 | $419K | Sell |
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|
2022
Q4 | $437K | Buy |
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|
2022
Q3 | $425K | Hold |
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|
2022
Q2 | $425K | Sell |
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|
2022
Q1 | $484K | Sell |
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|
2021
Q4 | $471K | Sell |
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|
2021
Q3 | $1.41M | Buy |
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|
2021
Q2 | $1.42M | Buy |
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|
2021
Q1 | $658K | Sell |
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|
2020
Q4 | $563K | Sell |
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|
2020
Q3 | $539K | Sell |
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|
2020
Q2 | $627K | Sell |
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|
2020
Q1 | $774K | Sell |
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|
2019
Q4 | $16M | Buy |
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|
2019
Q3 | $15.4M | Buy |
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|
2019
Q2 | $13.8M | Buy |
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|
2019
Q1 | $11.8M | Buy |
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|
2018
Q4 | $10.3M | Buy |
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