RDFA
Ritter Daniher Financial Advisory’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Hold |
3,251
| – | – | 0.11% | 58 |
|
|
2025
Q1 | $437K | Hold |
3,251
| – | – | 0.12% | 53 |
|
|
2024
Q4 | $427K | Hold |
3,251
| – | – | 0.12% | 52 |
|
|
2024
Q3 | $439K | Sell |
3,251
-60
| -2% | -$8.1K | 0.13% | 53 |
|
|
2024
Q2 | $401K | Buy |
3,311
+75
| +2% | +$9.07K | 0.13% | 55 |
|
|
2024
Q1 | $399K | Sell |
3,236
-45
| -1% | -$5.54K | 0.13% | 54 |
|
|
2023
Q4 | $385K | Buy |
3,281
+2,210
| +206% | +$259K | 0.14% | 55 |
|
|
2023
Q3 | $115K | Hold |
1,071
| – | – | 0.05% | 100 |
|
|
2023
Q2 | $121K | Hold |
1,071
| – | – | 0.05% | 91 |
|
|
2023
Q1 | $125K | Hold |
1,071
| – | – | 0.06% | 88 |
|
|
2022
Q4 | $129K | Sell |
1,071
-543
| -34% | -$65.5K | 0.06% | 88 |
|
|
2022
Q3 | $173K | Hold |
1,614
| – | – | 0.12% | 69 |
|
|
2022
Q2 | $190K | Buy |
1,614
+543
| +51% | +$63.9K | 0.14% | 64 |
|
|
2022
Q1 | $137K | Hold |
1,071
| – | – | 0.09% | 74 |
|
|
2021
Q4 | $131K | Hold |
1,071
| – | – | 0.09% | 78 |
|
|
2021
Q3 | $123K | Buy |
1,071
+10
| +0.9% | +$1.15K | 0.09% | 76 |
|
|
2021
Q2 | $124K | Hold |
1,061
| – | – | 0.09% | 72 |
|
|
2021
Q1 | $121K | Sell |
1,061
-35
| -3% | -$3.99K | 0.1% | 68 |
|
|
2020
Q4 | $105K | Buy |
+1,096
| New | +$105K | 0.09% | 68 |
|