Rothschild Investment LLC’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 | $244K | Hold |
1,840
| – | – | 0.02% | 461 |
|
|
2025
Q1 | $247K | Hold |
1,840
| – | – | 0.02% | 458 |
|
|
2024
Q4 | $242K | Hold |
1,840
| – | – | 0.02% | 461 |
|
|
2024
Q3 | $249K | Hold |
1,840
| – | – | 0.02% | 463 |
|
|
2024
Q2 | $223K | Hold |
1,840
| – | – | 0.02% | 471 |
|
|
2024
Q1 | $227K | Hold |
1,840
| – | – | 0.02% | 443 |
|
|
2023
Q4 | $216K | Buy |
+1,840
| New | +$216K | 0.02% | 398 |
|
|
2022
Q2 | – | Sell |
-1,654
| Closed | -$212K | – | 487 |
|
|
2022
Q1 | $212K | Hold |
1,654
| – | – | 0.02% | 456 |
|
|
2021
Q4 | $203K | Buy |
+1,654
| New | +$203K | 0.02% | 473 |
|