Measured Wealth Private Client 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
Q1 | – | Sell |
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|
2024
Q4 | $267K | Buy |
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|
2024
Q3 | $271K | Hold |
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|
2024
Q2 | $242K | Hold |
|
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|
2024
Q1 | $247K | Hold |
|
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|
2023
Q4 | $235K | Hold |
|
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|
2023
Q3 | $216K | Sell |
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|
2023
Q2 | $230K | Hold |
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|
2023
Q1 | $238K | Hold |
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|
2022
Q4 | $245K | Buy |
|
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|
2022
Q3 | $215K | Hold |
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|
2022
Q2 | $236K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $140K | Buy |
|