Selective Wealth 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 | $633K | Buy |
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|
2025
Q2 | $601K | Buy |
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|
2025
Q1 | $545K | Buy |
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|
2024
Q4 | $574K | Buy |
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|
2024
Q3 | $578K | Buy |
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|
2024
Q2 | $521K | Buy |
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|
2024
Q1 | $514K | Buy |
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|
2023
Q4 | $503K | Sell |
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|
2023
Q3 | $487K | Buy |
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|
2023
Q2 | $522K | Buy |
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|
2022
Q4 | $534K | Buy |
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|
2022
Q3 | $215K | Hold |
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|
2022
Q2 | $235K | Buy |
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|
2022
Q1 | $237K | Sell |
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|
2021
Q4 | $227K | Hold |
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|
2021
Q3 | $212K | Buy |
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|
2021
Q2 | $169K | Buy |
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|
2021
Q1 | $40K | Hold |
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|
2020
Q4 | $34K | Buy |
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|
2020
Q3 | $29K | Hold |
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|
2020
Q2 | $28K | Buy |
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|
2020
Q1 | $26K | Buy |
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|
2019
Q4 | $31K | Buy |
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|
2019
Q3 | $30K | Buy |
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