Nations Financial 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 | $704K | Buy |
5,302
+1,047
| +25% | +$139K | 0.05% | 380 |
|
|
2025
Q1 | $571K | Sell |
4,255
-5
| -0.1% | -$671 | 0.04% | 392 |
|
|
2024
Q4 | $559K | Buy |
4,260
+98
| +2% | +$12.9K | 0.04% | 409 |
|
|
2024
Q3 | $562K | Sell |
4,162
-43
| -1% | -$5.81K | 0.04% | 408 |
|
|
2024
Q2 | $509K | Sell |
4,205
-132
| -3% | -$16K | 0.04% | 397 |
|
|
2024
Q1 | $534K | Sell |
4,337
-129
| -3% | -$15.9K | 0.05% | 398 |
|
|
2023
Q4 | $524K | Sell |
4,466
-1,053
| -19% | -$123K | 0.05% | 380 |
|
|
2023
Q3 | $594K | Sell |
5,519
-988
| -15% | -$106K | 0.06% | 323 |
|
|
2023
Q2 | $737K | Sell |
6,507
-2,085
| -24% | -$236K | 0.07% | 286 |
|
|
2023
Q1 | $1.01M | Buy |
8,592
+468
| +6% | +$54.8K | 0.11% | 225 |
|
|
2022
Q4 | $980K | Buy |
8,124
+4,026
| +98% | +$486K | 0.11% | 227 |
|
|
2022
Q3 | $439K | Buy |
4,098
+1,176
| +40% | +$126K | 0.06% | 317 |
|
|
2022
Q2 | $344K | Buy |
2,922
+25
| +0.9% | +$2.94K | 0.05% | 380 |
|
|
2022
Q1 | $371K | Buy |
+2,897
| New | +$371K | 0.04% | 375 |
|