Iron Gate Global Advisors’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 | $201K | Hold |
1,511
| – | – | 0.02% | 83 |
|
|
2025
Q1 | $203K | Buy |
+1,511
| New | +$203K | 0.03% | 86 |
|
|
2024
Q4 | – | Sell |
-1,511
| Closed | -$204K | – | 92 |
|
|
2024
Q3 | $204K | Buy |
+1,511
| New | +$204K | 0.03% | 86 |
|
|
2022
Q2 | – | Sell |
-1,611
| Closed | -$206K | – | 88 |
|
|
2022
Q1 | $206K | Buy |
1,611
+1
| +0.1% | +$128 | 0.05% | 94 |
|
|
2021
Q4 | $201K | Buy |
+1,610
| New | +$201K | 0.05% | 109 |
|
|
2018
Q4 | – | Sell |
-794
| Closed | -$80K | – | 102 |
|
|
2018
Q3 | $80K | Buy |
+794
| New | +$80K | 0.05% | 102 |
|