Scarborough 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 | – | Sell |
-35,514
| Closed | -$4.77M | – | 467 |
|
|
2025
Q1 | $4.77M | Sell |
35,514
-542
| -2% | -$72.8K | 0.68% | 36 |
|
|
2024
Q4 | $4.73M | Buy |
36,056
+2,788
| +8% | +$366K | 0.67% | 36 |
|
|
2024
Q3 | $4.49M | Buy |
+33,268
| New | +$4.49M | 0.73% | 29 |
|
|
2024
Q1 | – | Sell |
-36,001
| Closed | -$4.22M | – | 464 |
|
|
2023
Q4 | $4.22M | Sell |
36,001
-4,017
| -10% | -$471K | 0.87% | 29 |
|
|
2023
Q3 | $4.31M | Sell |
40,018
-383
| -0.9% | -$41.2K | 1.05% | 26 |
|
|
2023
Q2 | $4.58M | Buy |
40,401
+112
| +0.3% | +$12.7K | 1.1% | 25 |
|
|
2023
Q1 | $4.72M | Sell |
40,289
-217
| -0.5% | -$25.4K | 1.19% | 25 |
|
|
2022
Q4 | $4.89M | Sell |
40,506
-689
| -2% | -$83.1K | 1.31% | 24 |
|
|
2022
Q3 | $4.42M | Buy |
41,195
+1,619
| +4% | +$174K | 1.38% | 22 |
|
|
2022
Q2 | $4.66M | Buy |
39,576
+800
| +2% | +$94.1K | 1.59% | 20 |
|
|
2022
Q1 | $4.97M | Buy |
38,776
+10,900
| +39% | +$1.4M | 1.59% | 19 |
|
|
2021
Q4 | $3.42M | Buy |
+27,876
| New | +$3.42M | 1.17% | 25 |
|