LRI Investments’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 | $167K | Hold |
1,255
| – | – | 0.01% | 324 |
|
|
2025
Q1 | $169K | Hold |
1,255
| – | – | 0.02% | 299 |
|
|
2024
Q4 | $165K | Hold |
1,255
| – | – | 0.02% | 312 |
|
|
2024
Q3 | $173K | Hold |
1,255
| – | – | 0.02% | 311 |
|
|
2024
Q2 | $152K | Hold |
1,255
| – | – | 0.02% | 303 |
|
|
2024
Q1 | $155K | Buy |
+1,255
| New | +$155K | 0.04% | 150 |
|