Mendel Capital Management’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
Q2 | $4.93M | Sell |
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|
2025
Q1 | $5.18M | Buy |
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|
2024
Q4 | $4.74M | Buy |
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|
2024
Q3 | $4.88M | Buy |
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|
2024
Q2 | $4.36M | Sell |
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|
2024
Q1 | $4.58M | Buy |
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|
2023
Q4 | $4.33M | Sell |
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|
2023
Q3 | $4.12M | Sell |
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|
2023
Q2 | $4.37M | Sell |
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|
2023
Q1 | $4.88M | Buy |
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|
2022
Q4 | $4.52M | Buy |
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|
2022
Q3 | $3.34M | Buy |
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|
2022
Q2 | $2.16M | Buy |
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|
2022
Q1 | $955K | Buy |
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|
2021
Q4 | $312K | Buy |
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