Signature Estate & 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
$748K Sell
2025
Q2
$713K Sell
2025
Q1
$723K Buy
2024
Q4
$700K Sell
2024
Q3
$728K Buy
2024
Q2
$652K Buy
2017
Q2
Sell
2017
Q1
$187K Buy