Secure Asset Management’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 | $479K | Buy |
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|
2025
Q2 | $445K | Buy |
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|
2025
Q1 | $449K | Sell |
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|
2024
Q4 | $497K | Sell |
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|
2024
Q3 | $555K | Buy |
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|
2024
Q2 | $496K | Buy |
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|
2024
Q1 | $335K | Buy |
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|
2023
Q4 | $232K | Sell |
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|
2023
Q3 | $231K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $362K | Buy |
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|
2021
Q1 | $297K | Buy |
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|
2020
Q4 | $240K | Sell |
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|
2020
Q3 | $326K | Sell |
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|
2020
Q2 | $379K | Hold |
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|
2020
Q1 | $346K | Buy |
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|
2019
Q4 | $465K | Buy |
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