Phillips Financial 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
Q2 | $217K | Sell |
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|
2025
Q1 | $219K | Hold |
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|
2024
Q4 | $214K | Sell |
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|
2024
Q3 | $350K | Sell |
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|
2024
Q2 | $374K | Sell |
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|
2024
Q1 | $619K | Sell |
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|
2023
Q4 | $606K | Sell |
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|
2023
Q3 | $560K | Hold |
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|
2023
Q2 | $589K | Sell |
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|
2023
Q1 | $641K | Buy |
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|
2022
Q4 | $653K | Hold |
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|
2022
Q3 | $580K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $737K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $786K | Buy |
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|
2014
Q3 | $729K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $735K | Sell |
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|
2013
Q3 | $699K | Buy |
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|
2013
Q2 | $686K | Buy |
|