Landaas & Company’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
$4.9M Sell
36,895
-1,159
-3% -$154K 1.17% 12
2025
Q1
$5.11M Buy
38,054
+151
+0.4% +$20.3K 1.41% 9
2024
Q4
$4.98M Buy
37,903
+1,300
+4% +$171K 1.38% 9
2024
Q3
$4.94M Buy
36,603
+971
+3% +$131K 1.38% 9
2024
Q2
$4.31M Sell
35,632
-1,870
-5% -$226K 1.31% 10
2024
Q1
$4.62M Buy
37,502
+211
+0.6% +$26K 1.5% 9
2023
Q4
$4.37M Sell
37,291
-2,702
-7% -$317K 1.62% 8
2023
Q3
$4.31M Sell
39,993
-2,041
-5% -$220K 1.87% 8
2023
Q2
$4.76M Sell
42,034
-1,731
-4% -$196K 2.1% 8
2023
Q1
$5.13M Buy
43,765
+1,576
+4% +$185K 2.5% 5
2022
Q4
$5.09M Buy
42,189
+13,096
+45% +$1.58M 2.8% 4
2022
Q3
$3.12M Buy
29,093
+7,419
+34% +$795K 1.98% 6
2022
Q2
$2.55M Buy
21,674
+362
+2% +$42.6K 1.57% 6
2022
Q1
$2.61M Hold
21,312
1.39% 7
2021
Q4
$2.61M Buy
21,312
+15
+0.1% +$1.84K 1.39% 7
2021
Q3
$2.44M Sell
21,297
-184
-0.9% -$21.1K 1.41% 6
2021
Q2
$2.51M Buy
21,481
+105
+0.5% +$12.2K 1.4% 6
2021
Q1
$2.44M Sell
21,376
-438
-2% -$50K 1.46% 6
2020
Q4
$2.1M Buy
21,814
+245
+1% +$23.6K 1.43% 8
2020
Q3
$1.76M Sell
21,569
-382
-2% -$31.2K 1.33% 8
2020
Q2
$1.77M Sell
21,951
-61
-0.3% -$4.92K 1.41% 8
2020
Q1
$1.78M Buy
22,012
+35
+0.2% +$2.83K 1.5% 8
2019
Q4
$2.32M Sell
21,977
-791
-3% -$83.6K 1.62% 7
2019
Q3
$2.32M Sell
22,768
-399
-2% -$40.7K 1.7% 6
2019
Q2
$2.31M Buy
23,167
+27
+0.1% +$2.69K 1.64% 6
2019
Q1
$2.27M Sell
23,140
-210
-0.9% -$20.6K 1.64% 7
2018
Q4
$2.09M Buy
23,350
+73
+0.3% +$6.52K 1.73% 6
2018
Q3
$2.32M Buy
23,277
+36
+0.2% +$3.59K 1.8% 6
2018
Q2
$2.27M Buy
23,241
+39
+0.2% +$3.81K 1.82% 5
2018
Q1
$2.21M Sell
23,202
-378
-2% -$36K 2.22% 4
2017
Q4
$2.32M Buy
23,580
+455
+2% +$44.8K 2% 4
2017
Q3
$2.17M Buy
+23,125
New +$2.17M 1.91% 4