Romano Brothers & Co’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 | $1.32M | Hold |
9,953
| – | – | 0.16% | 133 |
|
|
2025
Q1 | $1.34M | Hold |
9,953
| – | – | 0.17% | 133 |
|
|
2024
Q4 | $1.31M | Hold |
9,953
| – | – | 0.16% | 136 |
|
|
2024
Q3 | $1.34M | Sell |
9,953
-115
| -1% | -$15.5K | 0.17% | 139 |
|
|
2024
Q2 | $1.22M | Sell |
10,068
-385
| -4% | -$46.6K | 0.17% | 136 |
|
|
2024
Q1 | $1.29M | Hold |
10,453
| – | – | 0.18% | 136 |
|
|
2023
Q4 | $1.23M | Sell |
10,453
-10
| -0.1% | -$1.17K | 0.18% | 133 |
|
|
2023
Q3 | $1.13M | Hold |
10,463
| – | – | 0.18% | 139 |
|
|
2023
Q2 | $1.19M | Hold |
10,463
| – | – | 0.18% | 139 |
|
|
2023
Q1 | $1.23M | Sell |
10,463
-100
| -0.9% | -$11.7K | 0.19% | 129 |
|
|
2022
Q4 | $1.27M | Sell |
10,563
-450
| -4% | -$54.3K | 0.19% | 123 |
|
|
2022
Q3 | $1.18M | Buy |
+11,013
| New | +$1.18M | 0.19% | 128 |
|