Rise Advisors’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
1,544
+6
| +0.4% | +$797 | 0.08% | 94 |
|
|
2025
Q1 | $207K | Sell |
1,538
-59
| -4% | -$7.92K | 0.09% | 87 |
|
|
2024
Q4 | $210K | Sell |
1,597
-70
| -4% | -$9.19K | 0.1% | 83 |
|
|
2024
Q3 | $225K | Sell |
1,667
-82
| -5% | -$11.1K | 0.11% | 86 |
|
|
2024
Q2 | $212K | Buy |
1,749
+48
| +3% | +$5.81K | 0.11% | 91 |
|
|
2024
Q1 | $210K | Buy |
1,701
+8
| +0.5% | +$985 | 0.11% | 88 |
|
|
2023
Q4 | $198K | Buy |
1,693
+20
| +1% | +$2.35K | 0.14% | 72 |
|
|
2023
Q3 | $180K | Sell |
1,673
-468
| -22% | -$50.4K | 0.14% | 70 |
|
|
2023
Q2 | $243K | Sell |
2,141
-106
| -5% | -$12K | 0.19% | 55 |
|
|
2023
Q1 | $263K | Sell |
2,247
-183
| -8% | -$21.4K | 0.2% | 53 |
|
|
2022
Q4 | $293K | Buy |
2,430
+14
| +0.6% | +$1.69K | 0.24% | 51 |
|
|
2022
Q3 | $259K | Sell |
2,416
-89
| -4% | -$9.54K | 0.21% | 53 |
|
|
2022
Q2 | $295K | Buy |
2,505
+13
| +0.5% | +$1.53K | 0.3% | 45 |
|
|
2022
Q1 | $319K | Sell |
2,492
-40
| -2% | -$5.12K | 0.29% | 47 |
|
|
2021
Q4 | $310K | Buy |
+2,532
| New | +$310K | 0.3% | 47 |
|