Northstar Advisory Group’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
Q2
$214K Sell
2025
Q1
$227K Sell
2024
Q4
$226K Buy
2024
Q3
$232K Buy
2024
Q2
$207K Buy
2024
Q1
$211K Buy
2023
Q3
Sell
2023
Q2
$205K Sell
2023
Q1
$215K Sell
2022
Q4
$233K Sell
2022
Q3
$212K Buy
2022
Q2
$232K Sell
2022
Q1
$261K Sell
2021
Q4
$262K Buy
2021
Q3
Sell
2021
Q2
$268K Sell
2021
Q1
$273K Sell
2020
Q4
$243K Buy