Madrona Financial Services’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
$590K Sell
2025
Q2
$554K Buy
2025
Q1
$529K Buy
2024
Q4
$504K Sell
2024
Q3
$540K Hold
2024
Q2
$484K Buy
2024
Q1
$491K Hold
2023
Q4
$468K Sell
2023
Q3
$475K Hold
2023
Q2
$500K Sell
2023
Q1
$523K Buy
2022
Q4
$536K Sell
2022
Q3
$484K Sell
2022
Q2
$540K Sell
2022
Q1
$590K Hold
2021
Q4
$565K Buy
2021
Q3
$465K Buy
2020
Q1
Sell
2019
Q4
$244K Hold
2019
Q3
$236K Hold
2019
Q2
$230K Buy