J.W. Coons 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 | $464K | Hold |
3,492
| – | – | 0.1% | 161 |
|
|
2025
Q1 | $469K | Hold |
3,492
| – | – | 0.12% | 153 |
|
|
2024
Q4 | $458K | Hold |
3,492
| – | – | 0.12% | 154 |
|
|
2024
Q3 | $472K | Hold |
3,492
| – | – | 0.12% | 159 |
|
|
2024
Q2 | $422K | Hold |
3,492
| – | – | 0.1% | 158 |
|
|
2024
Q1 | $430K | Hold |
3,492
| – | – | 0.1% | 165 |
|
|
2023
Q4 | $409K | Hold |
3,492
| – | – | 0.11% | 156 |
|
|
2023
Q3 | $376K | Hold |
3,492
| – | – | 0.11% | 160 |
|
|
2023
Q2 | $396K | Hold |
3,492
| – | – | 0.11% | 164 |
|
|
2023
Q1 | $409K | Hold |
3,492
| – | – | 0.12% | 159 |
|
|
2022
Q4 | $421K | Buy |
+3,492
| New | +$421K | 0.13% | 153 |
|
|
2022
Q3 | – | Sell |
-3,492
| Closed | -$410K | – | 214 |
|
|
2022
Q2 | $410K | Hold |
3,492
| – | – | 0.14% | 158 |
|
|
2022
Q1 | $446K | Buy |
+3,492
| New | +$446K | 0.13% | 159 |
|