River Wealth 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 | $753K | Sell |
5,672
-62
| -1% | -$8.23K | 0.09% | 130 |
|
|
2025
Q1 | $770K | Sell |
5,734
-54
| -0.9% | -$7.25K | 0.11% | 121 |
|
|
2024
Q4 | $760K | Sell |
5,788
-1,275
| -18% | -$167K | 0.1% | 127 |
|
|
2024
Q3 | $954K | Hold |
7,063
| – | – | 0.13% | 114 |
|
|
2024
Q2 | $854K | Sell |
7,063
-2,510
| -26% | -$304K | 0.12% | 114 |
|
|
2024
Q1 | $1.18M | Sell |
9,573
-415
| -4% | -$51.1K | 0.17% | 105 |
|
|
2023
Q4 | $1.17M | Sell |
9,988
-85
| -0.8% | -$9.96K | 0.19% | 104 |
|
|
2023
Q3 | $1.08M | Sell |
10,073
-583
| -5% | -$62.8K | 0.19% | 108 |
|
|
2023
Q2 | $1.21M | Sell |
10,656
-1,115
| -9% | -$126K | 0.2% | 104 |
|
|
2023
Q1 | $1.38M | Sell |
11,771
-287
| -2% | -$33.6K | 0.25% | 97 |
|
|
2022
Q4 | $1.45M | Sell |
12,058
-665
| -5% | -$80.2K | 0.28% | 88 |
|
|
2022
Q3 | $1.36M | Sell |
12,723
-1,300
| -9% | -$139K | 0.29% | 85 |
|
|
2022
Q2 | $1.65M | Buy |
14,023
+390
| +3% | +$45.9K | 0.3% | 84 |
|
|
2022
Q1 | $1.75M | Sell |
13,633
-327
| -2% | -$41.9K | 0.28% | 83 |
|
|
2021
Q4 | $1.71M | Sell |
13,960
-44
| -0.3% | -$5.39K | 0.27% | 87 |
|
|
2021
Q3 | $1.61M | Buy |
14,004
+45
| +0.3% | +$5.16K | 0.28% | 87 |
|
|
2021
Q2 | $1.63M | Sell |
13,959
-60
| -0.4% | -$7K | 0.28% | 86 |
|
|
2021
Q1 | $1.6M | Sell |
14,019
-401
| -3% | -$45.8K | 0.3% | 86 |
|
|
2020
Q4 | $1.39M | Sell |
14,420
-1,507
| -9% | -$145K | 0.3% | 83 |
|
|
2020
Q3 | $1.3M | Sell |
15,927
-330
| -2% | -$26.9K | 0.34% | 78 |
|
|
2020
Q2 | $1.31M | Buy |
16,257
+3,402
| +26% | +$275K | 0.4% | 76 |
|
|
2020
Q1 | $945K | Sell |
12,855
-117
| -0.9% | -$8.6K | 0.38% | 74 |
|
|
2019
Q4 | $1.37M | Sell |
12,972
-94
| -0.7% | -$9.94K | 0.46% | 69 |
|
|
2019
Q3 | $1.33M | Buy |
13,066
+273
| +2% | +$27.8K | 0.5% | 67 |
|
|
2019
Q2 | $1.27M | Buy |
12,793
+781
| +7% | +$77.8K | 0.5% | 66 |
|
|
2019
Q1 | $1.18M | Sell |
12,012
-94
| -0.8% | -$9.23K | 0.49% | 70 |
|
|
2018
Q4 | $1.08M | Sell |
12,106
-1,320
| -10% | -$118K | 0.48% | 65 |
|
|
2018
Q3 | $1.34M | Sell |
13,426
-1,342
| -9% | -$134K | 0.49% | 66 |
|
|
2018
Q2 | $1.44M | Buy |
14,768
+132
| +0.9% | +$12.9K | 0.56% | 60 |
|
|
2018
Q1 | $1.39M | Buy |
14,636
+516
| +4% | +$49.1K | 0.59% | 63 |
|
|
2017
Q4 | $1.39M | Sell |
14,120
-109
| -0.8% | -$10.7K | 0.58% | 63 |
|
|
2017
Q3 | $1.33M | Sell |
14,229
-453
| -3% | -$42.4K | 0.6% | 64 |
|
|
2017
Q2 | $1.35M | Buy |
14,682
+7
| +0% | +$646 | 0.63% | 62 |
|
|
2017
Q1 | $1.34M | Buy |
14,675
+1,159
| +9% | +$106K | 0.65% | 56 |
|
|
2016
Q4 | $1.2M | Buy |
13,516
+1,287
| +11% | +$114K | 0.61% | 65 |
|
|
2016
Q3 | $1.05M | Buy |
12,229
+923
| +8% | +$79.1K | 0.58% | 66 |
|
|
2016
Q2 | $964K | Sell |
11,306
-9
| -0.1% | -$767 | 0.55% | 68 |
|
|
2016
Q1 | $924K | Buy |
11,315
+1,647
| +17% | +$134K | 0.55% | 66 |
|
|
2015
Q4 | $727K | Buy |
9,668
+929
| +11% | +$69.9K | 0.46% | 79 |
|
|
2015
Q3 | $636K | Buy |
8,739
+594
| +7% | +$43.2K | 0.44% | 80 |
|
|
2015
Q2 | $612K | Buy |
8,145
+1,063
| +15% | +$79.9K | 0.39% | 87 |
|
|
2015
Q1 | $552K | Buy |
+7,082
| New | +$552K | 0.34% | 96 |
|