Money Concepts Capital’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
Q3
$330K Buy
2025
Q2
$284K Sell
2025
Q1
$302K Sell
2024
Q4
$304K Sell
2024
Q3
$316K Sell
2024
Q2
$284K Sell
2024
Q1
$291K Buy
2023
Q4
$255K Buy
2023
Q3
$224K Sell
2023
Q2
$284K Sell
2023
Q1
$465K Buy
2022
Q4
$1.31M Buy
2022
Q3
$212K Buy
2022
Q2
$125K Sell
2022
Q1
$931K Buy
2021
Q4
$77K Buy
2021
Q1
$60K Buy
2020
Q4
$49K Buy