Institute for Wealth Management’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 | $217K | Sell |
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|
2025
Q2 | $216K | Sell |
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|
2025
Q1 | $269K | Hold |
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|
2024
Q4 | $263K | Hold |
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|
2024
Q3 | $271K | Hold |
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|
2024
Q2 | $243K | Buy |
|
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|
2024
Q1 | $219K | Sell |
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|
2023
Q4 | $229K | Sell |
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|
2023
Q3 | $240K | Hold |
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|
2023
Q2 | $253K | Sell |
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|
2023
Q1 | $285K | Buy |
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|
2022
Q4 | $273K | Buy |
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|
2022
Q3 | $229K | Hold |
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|
2022
Q2 | $251K | Hold |
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|
2022
Q1 | $274K | Buy |
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|
2021
Q4 | $258K | Sell |
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|
2021
Q3 | $251K | Buy |
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|
2021
Q2 | $249K | Sell |
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|
2021
Q1 | $933K | Sell |
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|
2020
Q4 | $1.03M | Sell |
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|
2020
Q3 | $965K | Sell |
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|
2020
Q2 | $1.07M | Hold |
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|
2020
Q1 | $975K | Sell |
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|
2019
Q4 | $1.69M | Sell |
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|
2019
Q3 | $1.65M | Sell |
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|
2019
Q2 | $1.76M | Buy |
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|
2019
Q1 | $244K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.71M | Sell |
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|
2018
Q2 | $1.88M | Sell |
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|
2018
Q1 | $1.86M | Buy |
|