Signature Estate & Investment Advisors’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
$713K Sell
5,370
-15
-0.3% -$1.99K 0.02% 292
2025
Q1
$723K Buy
5,385
+56
+1% +$7.52K 0.02% 272
2024
Q4
$700K Sell
5,329
-61
-1% -$8.01K 0.02% 278
2024
Q3
$728K Buy
5,390
+1
+0% +$135 0.02% 249
2024
Q2
$652K Buy
+5,389
New +$652K 0.02% 259
2017
Q2
Sell
-2,050
Closed -$187K 155
2017
Q1
$187K Buy
+2,050
New +$187K 0.02% 147