Investors Research Corp’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 | $592K | Sell |
4,459
-290
| -6% | -$38.5K | 0.12% | 182 |
|
|
2025
Q1 | $638K | Hold |
4,749
| – | – | 0.14% | 164 |
|
|
2024
Q4 | $623K | Sell |
4,749
-136
| -3% | -$17.9K | 0.14% | 170 |
|
|
2024
Q3 | $660K | Sell |
4,885
-4,580
| -48% | -$619K | 0.14% | 169 |
|
|
2024
Q2 | $1.15M | Sell |
9,465
-62
| -0.7% | -$7.5K | 0.27% | 81 |
|
|
2024
Q1 | $1.17M | Sell |
9,527
-109
| -1% | -$13.4K | 0.27% | 84 |
|
|
2023
Q4 | $1.13M | Sell |
9,636
-24
| -0.2% | -$2.81K | 0.27% | 89 |
|
|
2023
Q3 | $1.04M | Sell |
9,660
-2,443
| -20% | -$263K | 0.27% | 94 |
|
|
2023
Q2 | $1.37M | Sell |
12,103
-24
| -0.2% | -$2.72K | 0.35% | 60 |
|
|
2023
Q1 | $1.42M | Sell |
12,127
-3
| -0% | -$352 | 0.37% | 55 |
|
|
2022
Q4 | $1.46M | Sell |
12,130
-49
| -0.4% | -$5.91K | 0.4% | 52 |
|
|
2022
Q3 | $1.31M | Sell |
12,179
-83
| -0.7% | -$8.9K | 0.4% | 50 |
|
|
2022
Q2 | $1.44M | Sell |
12,262
-14
| -0.1% | -$1.65K | 0.43% | 47 |
|
|
2022
Q1 | $1.57M | Sell |
12,276
-272
| -2% | -$34.9K | 0.44% | 48 |
|
|
2021
Q4 | $1.54M | Sell |
12,548
-7
| -0.1% | -$858 | 0.47% | 52 |
|
|
2021
Q3 | $1.44M | Hold |
12,555
| – | – | 0.49% | 53 |
|
|
2021
Q2 | $1.46M | Sell |
12,555
-16
| -0.1% | -$1.87K | 0.51% | 56 |
|
|
2021
Q1 | $1.43M | Sell |
12,571
-79
| -0.6% | -$9.01K | 0.54% | 34 |
|
|
2020
Q4 | $1.22M | Sell |
12,650
-117
| -0.9% | -$11.3K | 0.48% | 41 |
|
|
2020
Q3 | $1.04M | Sell |
12,767
-49
| -0.4% | -$4K | 0.51% | 40 |
|
|
2020
Q2 | $1.04M | Buy |
12,816
+4,381
| +52% | +$354K | 0.52% | 39 |
|
|
2020
Q1 | $620K | Buy |
8,435
+5,196
| +160% | +$382K | 0.39% | 74 |
|
|
2019
Q4 | $342K | Buy |
3,239
+1,864
| +136% | +$197K | 0.16% | 202 |
|
|
2019
Q3 | $140K | Buy |
1,375
+1,004
| +271% | +$102K | 0.07% | 329 |
|
|
2019
Q2 | $37K | Buy |
371
+355
| +2,219% | +$35.4K | 0.02% | 553 |
|
|
2019
Q1 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 939 |
|