Red Tortoise LLC’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
$517K Buy
2025
Q2
$483K Buy
2025
Q1
$488K Buy
2024
Q4
$477K Buy
2024
Q3
$490K Buy
2024
Q2
$438K Buy
2024
Q1
$446K Buy
2023
Q4
$424K Buy
2023
Q3
$388K Hold
2023
Q2
$409K Buy
2023
Q1
$422K Sell
2022
Q4
$724K Buy
2022
Q2
$424K Hold
2022
Q1
$462K Hold
2021
Q4
$442K Sell
2021
Q3
$644K Buy