Investment Advisory Group’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 | $1.81M | Buy |
13,634
+8
| +0.1% | +$1.06K | 0.55% | 46 |
|
|
2025
Q1 | $1.83M | Sell |
13,626
-196
| -1% | -$26.3K | 0.61% | 42 |
|
|
2024
Q4 | $1.81M | Sell |
13,822
-203
| -1% | -$26.7K | 0.61% | 42 |
|
|
2024
Q3 | $1.89M | Sell |
14,025
-16
| -0.1% | -$2.16K | 0.66% | 39 |
|
|
2024
Q2 | $1.7M | Sell |
14,041
-979
| -7% | -$118K | 0.66% | 39 |
|
|
2024
Q1 | $1.85M | Sell |
15,020
-115
| -0.8% | -$14.2K | 0.77% | 36 |
|
|
2023
Q4 | $1.77M | Sell |
15,135
-699
| -4% | -$81.9K | 0.82% | 34 |
|
|
2023
Q3 | $1.7M | Sell |
15,834
-372
| -2% | -$40K | 0.89% | 30 |
|
|
2023
Q2 | $1.84M | Sell |
16,206
-81
| -0.5% | -$9.18K | 0.94% | 27 |
|
|
2023
Q1 | $1.91M | Sell |
16,287
-156
| -0.9% | -$18.3K | 1.1% | 23 |
|
|
2022
Q4 | $1.98M | Sell |
16,443
-243
| -1% | -$29.3K | 1.22% | 22 |
|
|
2022
Q3 | $1.79M | Buy |
16,686
+193
| +1% | +$20.7K | 1.24% | 22 |
|
|
2022
Q2 | $1.94M | Sell |
16,493
-46
| -0.3% | -$5.42K | 1.32% | 22 |
|
|
2022
Q1 | $2.12M | Buy |
16,539
+5
| +0% | +$641 | 1.29% | 22 |
|
|
2021
Q4 | $2.07M | Buy |
+16,534
| New | +$2.07M | 1.32% | 22 |
|