Sheets Smith 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 | $1.02M | Sell |
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|
2025
Q2 | $960K | Sell |
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|
2025
Q1 | $987K | Buy |
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|
2024
Q4 | $964K | Buy |
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|
2024
Q3 | $991K | Buy |
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|
2024
Q2 | $886K | Sell |
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|
2024
Q1 | $914K | Sell |
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|
2023
Q4 | $927K | Buy |
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|
2023
Q3 | $849K | Hold |
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|
2023
Q2 | $894K | Buy |
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|
2023
Q1 | $923K | Sell |
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|
2022
Q4 | $998K | Sell |
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|
2022
Q3 | $888K | Buy |
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|
2022
Q2 | $970K | Sell |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $900K | Hold |
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|
2021
Q2 | $915K | Buy |
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|
2021
Q1 | $894K | Sell |
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|
2020
Q4 | $806K | Buy |
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|
2020
Q3 | $669K | Sell |
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|
2020
Q2 | $746K | Sell |
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|
2020
Q1 | $721K | Buy |
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|
2019
Q4 | $986K | Buy |
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|
2019
Q3 | $950K | Hold |
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|
2019
Q2 | $928K | Buy |
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|
2019
Q1 | $915K | Sell |
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|
2018
Q4 | $854K | Buy |
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|
2018
Q3 | $952K | Sell |
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|
2018
Q2 | $948K | Sell |
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|
2018
Q1 | $1.6M | Sell |
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|
2017
Q4 | $1.68M | Buy |
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|
2017
Q3 | $1.56M | Sell |
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|
2017
Q2 | $1.54M | Sell |
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|
2017
Q1 | $1.53M | Sell |
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|
2016
Q4 | $1.5M | Sell |
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|
2016
Q3 | $1.48M | Buy |
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|
2016
Q2 | $1.4M | Sell |
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|
2016
Q1 | $1.63M | Buy |
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|
2015
Q4 | $1.19M | Buy |
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|
2015
Q3 | $1.13M | Sell |
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|
2015
Q2 | $1.2M | Buy |
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|
2015
Q1 | $1.23M | Buy |
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|
2014
Q4 | $1.12M | Sell |
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|
2014
Q3 | $1.05M | Sell |
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|
2014
Q2 | $1.13M | Buy |
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|
2014
Q1 | $1.08M | Buy |
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|
2013
Q4 | $843K | Buy |
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|
2013
Q3 | $760K | Buy |
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|
2013
Q2 | $724K | Buy |
|