Moss Adams Wealth Advisors’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 | $400K | Hold |
3,013
| – | – | 0.04% | 151 |
|
|
2025
Q1 | $405K | Hold |
3,013
| – | – | 0.04% | 130 |
|
|
2024
Q4 | $396K | Buy |
3,013
+760
| +34% | +$99.8K | 0.04% | 123 |
|
|
2024
Q3 | $304K | Sell |
2,253
-345
| -13% | -$46.6K | 0.03% | 142 |
|
|
2024
Q2 | $314K | Buy |
2,598
+345
| +15% | +$41.7K | 0.04% | 115 |
|
|
2024
Q1 | $278K | Sell |
2,253
-10
| -0.4% | -$1.23K | 0.04% | 114 |
|
|
2023
Q4 | $265K | Hold |
2,263
| – | – | 0.06% | 96 |
|
|
2023
Q3 | $247K | Hold |
2,263
| – | – | 0.08% | 80 |
|
|
2023
Q2 | $256K | Hold |
2,263
| – | – | 0.08% | 75 |
|
|
2023
Q1 | $265K | Buy |
2,263
+10
| +0.4% | +$1.17K | 0.09% | 75 |
|
|
2022
Q4 | $272K | Buy |
+2,253
| New | +$272K | 0.14% | 78 |
|