Rise 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 | $219K | Hold |
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|
2025
Q2 | $205K | Buy |
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|
2025
Q1 | $207K | Sell |
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|
2024
Q4 | $210K | Sell |
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|
2024
Q3 | $225K | Sell |
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|
2024
Q2 | $212K | Buy |
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|
2024
Q1 | $210K | Buy |
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|
2023
Q4 | $198K | Buy |
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|
2023
Q3 | $180K | Sell |
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|
2023
Q2 | $243K | Sell |
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|
2023
Q1 | $263K | Sell |
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|
2022
Q4 | $293K | Buy |
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|
2022
Q3 | $259K | Sell |
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|
2022
Q2 | $295K | Buy |
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|
2022
Q1 | $319K | Sell |
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|
2021
Q4 | $310K | Buy |
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