Mather Group’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 | $478K | Buy |
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|
2025
Q2 | $429K | Buy |
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|
2025
Q1 | $382K | Buy |
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|
2024
Q4 | $367K | Buy |
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|
2024
Q3 | $374K | Sell |
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|
2024
Q2 | $404K | Buy |
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|
2024
Q1 | $320K | Sell |
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|
2023
Q4 | $344K | Sell |
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|
2023
Q3 | $321K | Sell |
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|
2023
Q2 | $410K | Buy |
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|
2023
Q1 | $242K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $238K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $215K | Sell |
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|
2020
Q3 | $243K | Sell |
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|
2020
Q2 | $602K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $269K | Buy |
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