Sard Wealth Management Group’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 | $223K | Buy |
1,676
+6
| +0.4% | +$797 | 0.14% | 43 |
|
|
2025
Q1 | $224K | Buy |
1,670
+5
| +0.3% | +$671 | 0.15% | 44 |
|
|
2024
Q4 | $219K | Buy |
1,665
+6
| +0.4% | +$788 | 0.15% | 42 |
|
|
2024
Q3 | $224K | Sell |
1,659
-174
| -9% | -$23.5K | 0.15% | 41 |
|
|
2024
Q2 | $222K | Sell |
1,833
-43,059
| -96% | -$5.21M | 0.16% | 40 |
|
|
2024
Q1 | $5.53M | Sell |
44,892
-651
| -1% | -$80.2K | 5% | 6 |
|
|
2023
Q4 | $5.34M | Buy |
+45,543
| New | +$5.34M | 5.39% | 5 |
|