Principal Securities’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Sell |
12,786
-3,916
| -23% | -$520K | 0.03% | 458 |
|
|
2025
Q1 | $2.19M | Hold |
16,702
| – | – | 0.05% | 331 |
|
|
2024
Q4 | $2.19M | Sell |
16,702
-277
| -2% | -$36.4K | 0.05% | 328 |
|
|
2024
Q3 | $2.29M | Sell |
16,979
-1,072
| -6% | -$145K | 0.06% | 304 |
|
|
2024
Q2 | $2.18M | Buy |
18,051
+799
| +5% | +$96.7K | 0.06% | 282 |
|
|
2024
Q1 | $2.13M | Buy |
17,252
+3,399
| +25% | +$419K | 0.07% | 264 |
|
|
2023
Q4 | $1.62M | Buy |
+13,853
| New | +$1.62M | 0.06% | 290 |
|