Schwarz Dygos Wheeler Investment Advisors’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $16.7M | Buy |
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|
2025
Q2 | $14.8M | Buy |
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|
2025
Q1 | $14.5M | Buy |
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|
2024
Q4 | $13.6M | Buy |
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|
2024
Q3 | $13.5M | Buy |
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|
2024
Q2 | $11.8M | Buy |
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|
2024
Q1 | $11.6M | Buy |
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|
2023
Q4 | $10.6M | Buy |
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|
2023
Q3 | $9.49M | Buy |
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|
2023
Q2 | $9.77M | Buy |
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|
2023
Q1 | $10M | Buy |
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|
2022
Q4 | $10.2M | Buy |
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|
2022
Q3 | $8.81M | Buy |
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|
2022
Q2 | $9.55M | Buy |
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|
2022
Q1 | $9.97M | Buy |
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|
2021
Q4 | $8.51M | Buy |
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|
2021
Q3 | $7.66M | Buy |
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|
2021
Q2 | $7.63M | Buy |
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|
2021
Q1 | $7.11M | Buy |
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|
2020
Q4 | $5.86M | Buy |
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|
2020
Q3 | $4.94M | Buy |
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|
2020
Q2 | $4.45M | Buy |
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|
2020
Q1 | $3.91M | Buy |
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|
2019
Q4 | $4.95M | Buy |
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|
2019
Q3 | $4.71M | Buy |
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|
2019
Q2 | $4.41M | Buy |
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|
2019
Q1 | $4.24M | Buy |
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|
2018
Q4 | $3.84M | Buy |
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