Ironwood Investment Counsel’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 | $360K | Buy |
2,708
+263
| +11% | +$34.9K | 0.06% | 192 |
|
|
2025
Q1 | $328K | Hold |
2,445
| – | – | 0.06% | 190 |
|
|
2024
Q4 | $321K | Hold |
2,445
| – | – | 0.05% | 193 |
|
|
2024
Q3 | $330K | Hold |
2,445
| – | – | 0.06% | 201 |
|
|
2024
Q2 | $296K | Hold |
2,445
| – | – | 0.05% | 215 |
|
|
2024
Q1 | $301K | Hold |
2,445
| – | – | 0.05% | 208 |
|
|
2023
Q4 | $287K | Sell |
2,445
-55
| -2% | -$6.45K | 0.05% | 207 |
|
|
2023
Q3 | $2.57M | Hold |
2,500
| – | – | 0.54% | 52 |
|
|
2023
Q2 | $283K | Sell |
2,500
-260
| -9% | -$29.5K | 0.06% | 173 |
|
|
2023
Q1 | $323K | Hold |
2,760
| – | – | 0.08% | 163 |
|
|
2022
Q4 | $333K | Buy |
2,760
+260
| +10% | +$31.4K | 0.08% | 156 |
|
|
2022
Q3 | $268K | Buy |
+2,500
| New | +$268K | 0.08% | 153 |
|