IFWM
Institute for Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Sell |
1,630
-376
| -19% | -$49.9K | 0.02% | 520 |
|
|
2025
Q1 | $269K | Hold |
2,006
| – | – | 0.03% | 441 |
|
|
2024
Q4 | $263K | Hold |
2,006
| – | – | 0.03% | 427 |
|
|
2024
Q3 | $271K | Hold |
2,006
| – | – | 0.03% | 441 |
|
|
2024
Q2 | $243K | Buy |
2,006
+226
| +13% | +$27.3K | 0.03% | 442 |
|
|
2024
Q1 | $219K | Sell |
1,780
-173
| -9% | -$21.3K | 0.03% | 461 |
|
|
2023
Q4 | $229K | Sell |
1,953
-280
| -13% | -$32.8K | 0.04% | 424 |
|
|
2023
Q3 | $240K | Hold |
2,233
| – | – | 0.04% | 386 |
|
|
2023
Q2 | $253K | Sell |
2,233
-196
| -8% | -$22.2K | 0.04% | 395 |
|
|
2023
Q1 | $285K | Buy |
2,429
+165
| +7% | +$19.3K | 0.05% | 364 |
|
|
2022
Q4 | $273K | Buy |
2,264
+127
| +6% | +$15.3K | 0.06% | 361 |
|
|
2022
Q3 | $229K | Hold |
2,137
| – | – | 0.05% | 393 |
|
|
2022
Q2 | $251K | Hold |
2,137
| – | – | 0.05% | 439 |
|
|
2022
Q1 | $274K | Buy |
2,137
+32
| +2% | +$4.1K | 0.04% | 445 |
|
|
2021
Q4 | $258K | Sell |
2,105
-85
| -4% | -$10.4K | 0.04% | 411 |
|
|
2021
Q3 | $251K | Buy |
2,190
+53
| +2% | +$6.07K | 0.04% | 412 |
|
|
2021
Q2 | $249K | Sell |
2,137
-6,043
| -74% | -$704K | 0.04% | 419 |
|
|
2021
Q1 | $933K | Sell |
8,180
-2,564
| -24% | -$292K | 0.18% | 150 |
|
|
2020
Q4 | $1.03M | Sell |
10,744
-1,090
| -9% | -$105K | 0.21% | 120 |
|
|
2020
Q3 | $965K | Sell |
11,834
-1,430
| -11% | -$117K | 0.22% | 117 |
|
|
2020
Q2 | $1.07M | Hold |
13,264
| – | – | 0.26% | 102 |
|
|
2020
Q1 | $975K | Sell |
13,264
-2,740
| -17% | -$201K | 0.3% | 86 |
|
|
2019
Q4 | $1.69M | Sell |
16,004
-175
| -1% | -$18.5K | 0.38% | 56 |
|
|
2019
Q3 | $1.65M | Sell |
16,179
-1,513
| -9% | -$154K | 0.42% | 53 |
|
|
2019
Q2 | $1.76M | Buy |
17,692
+15,204
| +611% | +$1.51M | 0.39% | 58 |
|
|
2019
Q1 | $244K | Buy |
+2,488
| New | +$244K | 0.05% | 375 |
|
|
2018
Q4 | – | Sell |
-17,149
| Closed | -$1.71M | – | 280 |
|
|
2018
Q3 | $1.71M | Sell |
17,149
-1,975
| -10% | -$197K | 0.58% | 52 |
|
|
2018
Q2 | $1.88M | Sell |
19,124
-2
| -0% | -$196 | 0.6% | 49 |
|
|
2018
Q1 | $1.86M | Buy |
+19,126
| New | +$1.86M | 0.55% | 52 |
|