Sage Capital Management’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 | $445K | Buy |
3,353
+28
| +0.8% | +$3.72K | 0.21% | 91 |
|
|
2025
Q1 | $447K | Buy |
3,325
+23
| +0.7% | +$3.09K | 0.24% | 89 |
|
|
2024
Q4 | $433K | Buy |
3,302
+30
| +0.9% | +$3.94K | 0.22% | 95 |
|
|
2024
Q3 | $442K | Buy |
3,272
+33
| +1% | +$4.46K | 0.21% | 97 |
|
|
2024
Q2 | $392K | Buy |
3,239
+22
| +0.7% | +$2.66K | 0.21% | 101 |
|
|
2024
Q1 | $396K | Buy |
3,217
+25
| +0.8% | +$3.08K | 0.22% | 98 |
|
|
2023
Q4 | $374K | Buy |
+3,192
| New | +$374K | 0.22% | 98 |
|