Powell Investment Advisors’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 | $12.6M | Buy |
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2025
Q1 | $12.6M | Buy |
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|
2024
Q4 | $12.2M | Buy |
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|
2024
Q3 | $12.5M | Buy |
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|
2024
Q2 | $11.2M | Sell |
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|
2024
Q1 | $11.5M | Buy |
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|
2023
Q4 | $10.9M | Buy |
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|
2023
Q3 | $10M | Buy |
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|
2023
Q2 | $10.3M | Buy |
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|
2023
Q1 | $10.6M | Buy |
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|
2022
Q4 | $10.7M | Buy |
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|
2022
Q3 | $9.4M | Sell |
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|
2022
Q2 | $10.5M | Buy |
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|
2022
Q1 | $11.1M | Buy |
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|
2021
Q4 | $10.2M | Buy |
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|
2021
Q3 | $9.43M | Buy |
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|
2021
Q2 | $9.29M | Sell |
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|
2021
Q1 | $9.23M | Buy |
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|
2020
Q4 | $7.04M | Sell |
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|
2020
Q3 | $6.49M | Buy |
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|
2020
Q2 | $5.55M | Buy |
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|
2020
Q1 | $4.11M | Buy |
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|
2019
Q4 | $4.21M | Buy |
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