Legacy Private Trust’s iShares Select Dividend ETF DVY Stock Holding History

Legacy Private Trust’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.19M	Sell
2025 Q2	$2.06M	Sell
2025 Q1	$2.13M	Buy
2024 Q4	$1.66M	Hold
2024 Q3	$1.71M	Hold
2024 Q2	$1.53M	Sell
2024 Q1	$1.57M	Hold
2023 Q4	$1.49M	Hold
2023 Q3	$1.37M	Hold
2023 Q2	$1.44M	Sell
2023 Q1	$1.49M	Hold
2022 Q4	$1.54M	Hold
2022 Q3	$1.36M	Buy
2022 Q2	$1.45M	Sell
2022 Q1	$1.58M	Hold
2021 Q4	$1.51M	Buy
2021 Q3	$1.15M	Hold
2021 Q2	$1.17M	Sell
2021 Q1	$1.2M	Sell
2020 Q4	$1.28M	Sell
2020 Q3	$1.09M	Sell
2020 Q2	$1.1M	Hold
2020 Q1	$1M	Sell
2019 Q4	$1.53M	Hold
2019 Q3	$1.48M	Sell
2019 Q2	$1.45M	Hold
2019 Q1	$1.43M	Hold
2018 Q4	$1.3M	Sell
2018 Q3	$1.48M	Hold
2018 Q2	$1.45M	Sell
2018 Q1	$1.43M	Sell
2017 Q4	$1.5M	Sell
2017 Q3	$1.46M	Buy
2017 Q2	$1.26M	Sell
2017 Q1	$1.62M	Buy
2016 Q4	$1.56M	Sell
2016 Q3	$1.57M	Sell
2016 Q2	$1.61M	Sell
2016 Q1	$1.58M	Hold
2015 Q4	$1.46M	Hold
2015 Q3	$1.41M	Sell
2015 Q2	$1.48M	Sell
2015 Q1	$1.56M	Hold
2014 Q4	$1.59M	Hold
2014 Q3	$1.48M	Hold
2014 Q2	$1.54M	Buy