Larson Financial Group’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 | $184K | Buy |
1,388
+62
| +5% | +$8.24K | 0.01% | 674 |
|
|
2025
Q1 | $178K | Buy |
1,326
+15
| +1% | +$2.01K | 0.01% | 641 |
|
|
2024
Q4 | $172K | Buy |
1,311
+13
| +1% | +$1.71K | 0.01% | 600 |
|
|
2024
Q3 | $175K | Buy |
1,298
+14
| +1% | +$1.89K | 0.01% | 602 |
|
|
2024
Q2 | $155K | Buy |
1,284
+1,126
| +713% | +$136K | 0.01% | 535 |
|
|
2024
Q1 | $19.4K | Buy |
158
+1
| +0.6% | +$123 | ﹤0.01% | 894 |
|
|
2023
Q4 | $18.4K | Buy |
157
+3
| +2% | +$351 | ﹤0.01% | 873 |
|
|
2023
Q3 | $16.6K | Hold |
154
| – | – | ﹤0.01% | 867 |
|
|
2023
Q2 | $17.5K | Hold |
154
| – | – | ﹤0.01% | 775 |
|
|
2023
Q1 | $18.1K | Hold |
154
| – | – | ﹤0.01% | 767 |
|
|
2022
Q4 | $18.6K | Hold |
154
| – | – | ﹤0.01% | 709 |
|
|
2022
Q3 | $17K | Hold |
154
| – | – | ﹤0.01% | 662 |
|
|
2022
Q2 | $18K | Hold |
154
| – | – | ﹤0.01% | 562 |
|
|
2022
Q1 | $20K | Hold |
154
| – | – | ﹤0.01% | 524 |
|
|
2021
Q4 | $19K | Hold |
154
| – | – | ﹤0.01% | 551 |
|
|
2021
Q3 | $18K | Hold |
154
| – | – | ﹤0.01% | 485 |
|
|
2021
Q2 | $18K | Hold |
154
| – | – | ﹤0.01% | 453 |
|
|
2021
Q1 | $18K | Hold |
154
| – | – | 0.01% | 429 |
|
|
2020
Q4 | $15K | Hold |
154
| – | – | 0.01% | 420 |
|
|
2020
Q3 | $13K | Hold |
154
| – | – | 0.01% | 389 |
|
|
2020
Q2 | $12K | Hold |
154
| – | – | 0.01% | 356 |
|
|
2020
Q1 | $11K | Buy |
154
+100
| +185% | +$7.14K | 0.01% | 278 |
|
|
2019
Q4 | $6K | Buy |
+54
| New | +$6K | ﹤0.01% | 347 |
|