IRON Financial’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 | $555K | Buy |
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|
2025
Q2 | $308K | Buy |
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|
2025
Q1 | $309K | Buy |
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|
2024
Q4 | $301K | Buy |
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|
2024
Q3 | $308K | Buy |
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|
2024
Q2 | $274K | Buy |
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|
2024
Q1 | $278K | Buy |
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|
2023
Q4 | $263K | Buy |
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|
2023
Q3 | $241K | Hold |
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|
2023
Q2 | $253K | Hold |
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|
2023
Q1 | $262K | Hold |
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|
2022
Q4 | $270K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $216K | Buy |
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|
2022
Q1 | $234K | Buy |
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|
2021
Q4 | $223K | Buy |
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|
2021
Q3 | $208K | Sell |
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|
2021
Q2 | $349K | Buy |
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|
2021
Q1 | $341K | Buy |
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|
2020
Q4 | $286K | Buy |
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|
2020
Q3 | $241K | Buy |
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|
2020
Q2 | $236K | Buy |
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|
2020
Q1 | $214K | Sell |
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|
2019
Q4 | $542K | Buy |
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|
2019
Q3 | $520K | Buy |
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|
2019
Q2 | $498K | Buy |
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|
2019
Q1 | $440K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $3.73M | Buy |
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|
2014
Q4 | $18.4K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $2M | Sell |
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|
2014
Q1 | $3.7M | Buy |
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