Oldfather Financial Services’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
$202K Buy
2024
Q1
Sell
2023
Q4
$226K Hold
2023
Q3
$208K Sell
2023
Q2
$915K Sell
2023
Q1
$1.67M Hold
2022
Q4
$1.72M Hold
2022
Q3
$1.53M Hold
2022
Q2
$1.7M Hold
2022
Q1
$1.81M Buy
2021
Q4
$1.74M Buy
2021
Q3
$1.66M Hold
2021
Q2
$1.62M Buy
2021
Q1
$1.4M Buy
2020
Q4
$784K Buy