Security National Bank of Sioux City Iowa’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 | $288K | Sell |
2,165
-390
| -15% | -$51.8K | 0.2% | 76 |
|
|
2025
Q1 | $343K | Sell |
2,555
-100
| -4% | -$13.4K | 0.25% | 71 |
|
|
2024
Q4 | $349K | Hold |
2,655
| – | – | 0.24% | 71 |
|
|
2024
Q3 | $359K | Hold |
2,655
| – | – | 0.22% | 79 |
|
|
2024
Q2 | $321K | Hold |
2,655
| – | – | 0.23% | 73 |
|
|
2024
Q1 | $327K | Hold |
2,655
| – | – | 0.23% | 73 |
|
|
2023
Q4 | $311K | Sell |
2,655
-41
| -2% | -$4.81K | 0.23% | 76 |
|
|
2023
Q3 | $290K | Hold |
2,696
| – | – | 0.23% | 77 |
|
|
2023
Q2 | $305K | Buy |
+2,696
| New | +$305K | 0.23% | 74 |
|
|
2022
Q4 | $303K | Hold |
2,510
| – | – | 0.23% | 78 |
|
|
2022
Q3 | $269K | Hold |
2,510
| – | – | 0.24% | 79 |
|
|
2022
Q2 | $295K | Hold |
2,510
| – | – | 0.25% | 75 |
|
|
2022
Q1 | $322K | Hold |
2,510
| – | – | 0.24% | 73 |
|
|
2021
Q4 | $308K | Hold |
2,510
| – | – | 0.21% | 77 |
|
|
2021
Q3 | $288K | Sell |
2,510
-10,991
| -81% | -$1.26M | 0.22% | 74 |
|
|
2021
Q2 | $1.57M | Buy |
13,501
+10,991
| +438% | +$1.28M | 1.24% | 35 |
|
|
2021
Q1 | $287K | Hold |
2,510
| – | – | 0.23% | 79 |
|
|
2020
Q4 | $241K | Hold |
2,510
| – | – | 0.21% | 80 |
|
|
2020
Q3 | $204K | Hold |
2,510
| – | – | 0.19% | 81 |
|
|
2020
Q2 | $202K | Buy |
+2,510
| New | +$202K | 0.22% | 78 |
|
|
2020
Q1 | – | Sell |
-1,935
| Closed | -$204K | – | 81 |
|
|
2019
Q4 | $204K | Sell |
1,935
-3,520
| -65% | -$371K | 0.2% | 90 |
|
|
2019
Q3 | $556K | Hold |
5,455
| – | – | 0.64% | 53 |
|
|
2019
Q2 | $543K | Hold |
5,455
| – | – | 0.64% | 51 |
|
|
2019
Q1 | $536K | Sell |
5,455
-180
| -3% | -$17.7K | 0.62% | 54 |
|
|
2018
Q4 | $503K | Sell |
5,635
-9,239
| -62% | -$825K | 0.52% | 57 |
|
|
2018
Q3 | $1.48M | Buy |
14,874
+739
| +5% | +$73.7K | 1.31% | 34 |
|
|
2018
Q2 | $1.38M | Buy |
14,135
+250
| +2% | +$24.4K | 1.3% | 34 |
|
|
2018
Q1 | $1.32M | Sell |
13,885
-1,690
| -11% | -$161K | 1.24% | 39 |
|
|
2017
Q4 | $1.54M | Hold |
15,575
| – | – | 1.39% | 29 |
|
|
2017
Q3 | $1.46M | Hold |
15,575
| – | – | 1.43% | 26 |
|
|
2017
Q2 | $1.44M | Hold |
15,575
| – | – | 1.41% | 27 |
|
|
2017
Q1 | $1.42M | Buy |
15,575
+180
| +1% | +$16.4K | 1.4% | 26 |
|
|
2016
Q4 | $1.36M | Sell |
15,395
-830
| -5% | -$73.5K | 1.42% | 27 |
|
|
2016
Q3 | $1.39M | Sell |
16,225
-400
| -2% | -$34.3K | 1.55% | 23 |
|
|
2016
Q2 | $1.42M | Hold |
16,625
| – | – | 1.6% | 23 |
|
|
2016
Q1 | $1.36M | Sell |
16,625
-800
| -5% | -$65.3K | 1.59% | 22 |
|
|
2015
Q4 | $1.31M | Buy |
17,425
+770
| +5% | +$57.8K | 1.3% | 31 |
|
|
2015
Q3 | $1.21M | Hold |
16,655
| – | – | 1.43% | 32 |
|
|
2015
Q2 | $1.25M | Hold |
16,655
| – | – | 1.37% | 34 |
|
|
2015
Q1 | $1.3M | Hold |
16,655
| – | – | 1.4% | 33 |
|
|
2014
Q4 | $1.32M | Hold |
16,655
| – | – | 1.48% | 29 |
|
|
2014
Q3 | $1.23M | Sell |
16,655
-2,310
| -12% | -$171K | 1.38% | 38 |
|
|
2014
Q2 | $1.46M | Hold |
18,965
| – | – | 1.65% | 22 |
|
|
2014
Q1 | $1.39M | Hold |
18,965
| – | – | 1.63% | 20 |
|
|
2013
Q4 | $1.35M | Buy |
18,965
+400
| +2% | +$28.6K | 1.64% | 20 |
|
|
2013
Q3 | $1.23M | Sell |
18,565
-945
| -5% | -$62.7K | 1.79% | 18 |
|
|
2013
Q2 | $1.25M | Buy |
+19,510
| New | +$1.25M | 1.95% | 14 |
|