North Star Asset Management’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 | $385K | Buy |
|
|||||
|
2025
Q2 | $227K | Hold |
|
|||||
|
2025
Q1 | $230K | Hold |
|
|||||
|
2024
Q4 | $225K | Hold |
|
|||||
|
2024
Q3 | $231K | Hold |
|
|||||
|
2024
Q2 | $207K | Hold |
|
|||||
|
2024
Q1 | $211K | Hold |
|
|||||
|
2023
Q4 | $200K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $212K | Sell |
|
|||||
|
2022
Q4 | $221K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $227K | Hold |
|
|||||
|
2022
Q1 | $248K | Buy |
|
|||||
|
2021
Q4 | $236K | Hold |
|
|||||
|
2021
Q3 | $221K | Hold |
|
|||||
|
2021
Q2 | $225K | Buy |
|