MilWealth 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 | $64.6K | Hold |
487
| – | – | 0.02% | 40 |
|
|
2025
Q1 | $65.3K | Hold |
487
| – | – | 0.02% | 40 |
|
|
2024
Q4 | $63.9K | Hold |
487
| – | – | 0.02% | 53 |
|
|
2024
Q3 | $65.7K | Hold |
487
| – | – | 0.02% | 39 |
|
|
2024
Q2 | $58.9K | Hold |
487
| – | – | 0.02% | 38 |
|
|
2024
Q1 | $59.9K | Hold |
487
| – | – | 0.02% | 37 |
|
|
2023
Q4 | $57K | Hold |
487
| – | – | 0.02% | 36 |
|
|
2023
Q3 | $52.4K | Sell |
487
-279
| -36% | -$30K | 0.02% | 36 |
|
|
2023
Q2 | $86.7K | Hold |
766
| – | – | 0.03% | 28 |
|
|
2023
Q1 | $89.7K | Hold |
766
| – | – | 0.04% | 27 |
|
|
2022
Q4 | $92.3K | Sell |
766
-365
| -32% | -$44K | 0.04% | 27 |
|
|
2022
Q3 | $121K | Hold |
1,131
| – | – | 0.05% | 28 |
|
|
2022
Q2 | $133K | Hold |
1,131
| – | – | 0.06% | 31 |
|
|
2022
Q1 | $145K | Hold |
1,131
| – | – | 0.06% | 32 |
|
|
2021
Q4 | $139K | Hold |
1,131
| – | – | 0.05% | 29 |
|
|
2021
Q3 | $130K | Hold |
1,131
| – | – | 0.05% | 28 |
|
|
2021
Q2 | $132K | Hold |
1,131
| – | – | 0.06% | 28 |
|
|
2021
Q1 | $129K | Sell |
1,131
-144
| -11% | -$16.4K | 0.06% | 26 |
|
|
2020
Q4 | $123K | Hold |
1,275
| – | – | 0.06% | 26 |
|
|
2020
Q3 | $104K | Sell |
1,275
-187
| -13% | -$15.2K | 0.06% | 26 |
|
|
2020
Q2 | $118K | Hold |
1,462
| – | – | 0.07% | 26 |
|
|
2020
Q1 | $107K | Hold |
1,462
| – | – | 0.08% | 27 |
|
|
2019
Q4 | $154K | Hold |
1,462
| – | – | 0.12% | 20 |
|
|
2019
Q3 | $149K | Hold |
1,462
| – | – | 0.13% | 22 |
|
|
2019
Q2 | $146K | Sell |
1,462
-26
| -2% | -$2.59K | 0.12% | 20 |
|
|
2019
Q1 | $146K | Hold |
1,488
| – | – | 0.13% | 20 |
|
|
2018
Q4 | $133K | Buy |
+1,488
| New | +$133K | 0.13% | 21 |
|