Resonant Capital 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
Q3 | $995K | Sell |
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|
2025
Q2 | $937K | Buy |
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|
2025
Q1 | $941K | Buy |
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|
2024
Q4 | $919K | Hold |
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|
2024
Q3 | $945K | Hold |
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|
2024
Q2 | $847K | Hold |
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|
2024
Q1 | $862K | Hold |
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|
2023
Q4 | $821K | Hold |
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|
2023
Q3 | $764K | Hold |
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|
2023
Q2 | $793K | Hold |
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|
2023
Q1 | $820K | Hold |
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|
2022
Q4 | $844K | Hold |
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|
2022
Q3 | $751K | Hold |
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|
2022
Q2 | $824K | Hold |
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|
2022
Q1 | $901K | Hold |
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|
2021
Q4 | $858K | Hold |
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|
2021
Q3 | $803K | Hold |
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|
2021
Q2 | $816K | Hold |
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|
2021
Q1 | $799K | Hold |
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|
2020
Q4 | $673K | Sell |
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|
2020
Q3 | $656K | Hold |
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|
2020
Q2 | $650K | Sell |
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|
2020
Q1 | $608K | Hold |
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|
2019
Q4 | $874K | Buy |
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