Kestra Private Wealth Services’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
$1.06M Sell
2025
Q2
$1.03M Buy
2025
Q1
$1.04M Buy
2024
Q4
$933K Sell
2024
Q3
$1.01M Sell
2024
Q2
$907K Sell
2024
Q1
$1.06M Sell
2023
Q4
$1.07M Buy
2023
Q3
$960K Buy
2023
Q2
$914K Buy
2023
Q1
$850K Sell
2022
Q4
$931K Sell
2022
Q3
$894K Buy
2022
Q2
$897K Sell
2022
Q1
$1.01M Buy
2021
Q4
$898K Buy
2021
Q3
$650K Buy
2021
Q2
$620K Buy
2021
Q1
$568K Buy
2020
Q4
$404K Buy
2020
Q3
$259K Buy