Kovitz Investment Group Partners’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 | $10.6M | Buy |
|
|||||
|
2025
Q2 | $4.88M | Sell |
|
|||||
|
2025
Q1 | $9.62M | Buy |
|
|||||
|
2024
Q4 | $6.23M | Sell |
|
|||||
|
2024
Q3 | $7.34M | Buy |
|
|||||
|
2024
Q2 | $6.62M | Buy |
|
|||||
|
2024
Q1 | $1.05M | Buy |
|
|||||
|
2023
Q4 | $458K | Sell |
|
|||||
|
2023
Q3 | $432K | Sell |
|
|||||
|
2023
Q2 | $462K | Sell |
|
|||||
|
2023
Q1 | $621K | Buy |
|
|||||
|
2022
Q4 | $609K | Hold |
|
|||||
|
2022
Q3 | $542K | Hold |
|
|||||
|
2022
Q2 | $594K | Hold |
|
|||||
|
2022
Q1 | $647K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $596K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $229K | Buy |
|