Principle Wealth Partners’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 | $6.15M | Buy |
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|
2025
Q2 | $5.72M | Buy |
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|
2025
Q1 | $5.16M | Sell |
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|
2024
Q4 | $5.72M | Buy |
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|
2024
Q3 | $3.97M | Buy |
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|
2024
Q2 | $3.23M | Buy |
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|
2024
Q1 | $3.11M | Buy |
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|
2023
Q4 | $2.62M | Sell |
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|
2023
Q3 | $2.97M | Sell |
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|
2023
Q2 | $3.23M | Sell |
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|
2023
Q1 | $3.38M | Sell |
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|
2022
Q4 | $3.61M | Sell |
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|
2022
Q3 | $3.75K | Buy |
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|
2022
Q2 | $3.77M | Buy |
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|
2022
Q1 | $3.99M | Buy |
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|
2021
Q4 | $3.76M | Buy |
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|
2021
Q3 | $3.49M | Sell |
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|
2021
Q2 | $3.55M | Sell |
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|
2021
Q1 | $3.48M | Buy |
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|
2020
Q4 | $2.51M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $114K | Buy |
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