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Mayflower Financial Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2M Sell
15,051
-3
-0% -$398 0.28% 86
2025
Q1
$2.02M Buy
15,054
+681
+5% +$91.4K 0.31% 77
2024
Q4
$1.89M Sell
14,373
-1,236
-8% -$162K 0.28% 80
2024
Q3
$2.11M Sell
15,609
-117
-0.7% -$15.8K 0.32% 73
2024
Q2
$1.9M Sell
15,726
-36
-0.2% -$4.36K 0.31% 73
2024
Q1
$1.94M Buy
15,762
+5
+0% +$616 0.32% 76
2023
Q4
$1.85M Sell
15,757
-38
-0.2% -$4.45K 0.26% 82
2023
Q3
$1.7M Buy
15,795
+334
+2% +$36K 0.25% 83
2023
Q2
$1.75M Sell
15,461
-150
-1% -$17K 0.23% 90
2023
Q1
$1.83M Sell
15,611
-465
-3% -$54.5K 0.24% 83
2022
Q4
$1.94M Buy
16,076
+105
+0.7% +$12.7K 0.27% 75
2022
Q3
$1.71M Buy
15,971
+600
+4% +$64.3K 0.28% 73
2022
Q2
$1.81M Sell
15,371
-450
-3% -$53K 0.28% 72
2022
Q1
$2.03M Hold
15,821
0.27% 68
2021
Q4
$1.94M Hold
15,821
0.26% 72
2021
Q3
$1.88M Sell
15,821
-315
-2% -$37.5K 0.25% 74
2021
Q2
$1.88M Buy
16,136
+1,380
+9% +$161K 0.26% 68
2021
Q1
$1.68M Sell
14,756
-75
-0.5% -$8.56K 0.25% 69
2020
Q4
$1.43M Buy
+14,831
New +$1.43M 0.25% 68