Morton Capital Management’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 | $218K | Hold |
1,638
| – | – | 0.04% | 113 |
|
|
2025
Q1 | $220K | Hold |
1,638
| – | – | 0.04% | 101 |
|
|
2024
Q4 | $215K | Hold |
1,638
| – | – | 0.04% | 105 |
|
|
2024
Q3 | $221K | Buy |
+1,638
| New | +$221K | 0.04% | 102 |
|
|
2024
Q2 | – | Sell |
-1,638
| Closed | -$202K | – | 102 |
|
|
2024
Q1 | $202K | Sell |
1,638
-93
| -5% | -$11.5K | 0.05% | 101 |
|
|
2023
Q4 | $203K | Buy |
+1,731
| New | +$203K | 0.06% | 94 |
|
|
2022
Q2 | – | Sell |
-1,638
| Closed | -$210K | – | 85 |
|
|
2022
Q1 | $210K | Hold |
1,638
| – | – | 0.09% | 78 |
|
|
2021
Q4 | $201K | Buy |
+1,638
| New | +$201K | 0.08% | 87 |
|