Middleton & Co’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 | $222K | Hold |
1,675
| – | – | 0.03% | 149 |
|
|
2025
Q1 | $225K | Hold |
1,675
| – | – | 0.03% | 148 |
|
|
2024
Q4 | $220K | Hold |
1,675
| – | – | 0.02% | 148 |
|
|
2024
Q3 | $226K | Hold |
1,675
| – | – | 0.03% | 155 |
|
|
2024
Q2 | $203K | Buy |
+1,675
| New | +$203K | 0.02% | 163 |
|
|
2022
Q2 | – | Sell |
-1,600
| Closed | -$205K | – | 156 |
|
|
2022
Q1 | $205K | Buy |
+1,600
| New | +$205K | 0.02% | 158 |
|