Regatta Capital Group’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
$592K Buy
2025
Q2
$550K Buy
2025
Q1
$535K Buy
2024
Q4
$521K Buy
2024
Q3
$502K Buy
2024
Q2
$439K Buy
2024
Q1
$410K Buy
2023
Q4
$387K Sell
2023
Q3
$538K Sell
2023
Q2
$584K Sell
2023
Q1
$638K Hold
2022
Q4
$638K Buy
2022
Q3
$277K Hold
2022
Q2
$277K Hold
2022
Q1
$301K Buy
2021
Q4
$264K Buy