Merit Financial Group’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $948K | Buy |
7,136
+4,318
| +153% | +$574K | 0.01% | 818 |
|
|
2025
Q1 | $378K | Sell |
2,818
-1,416
| -33% | -$190K | 0.01% | 1045 |
|
|
2024
Q4 | $556K | Sell |
4,234
-1,467
| -26% | -$193K | 0.01% | 693 |
|
|
2024
Q3 | $770K | Buy |
5,701
+3,714
| +187% | +$502K | 0.02% | 468 |
|
|
2024
Q2 | $240K | Buy |
1,987
+134
| +7% | +$16.2K | 0.01% | 796 |
|
|
2024
Q1 | $225K | Sell |
1,853
-62
| -3% | -$7.52K | 0.01% | 788 |
|
|
2023
Q4 | $225K | Buy |
+1,915
| New | +$225K | 0.01% | 693 |
|