Simplicity Wealth’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 | $459K | Buy |
3,454
+637
| +23% | +$84.6K | 0.02% | 476 |
|
|
2025
Q1 | $378K | Sell |
2,817
-4,081
| -59% | -$548K | 0.03% | 387 |
|
|
2024
Q4 | $906K | Buy |
6,898
+450
| +7% | +$59.1K | 0.19% | 100 |
|
|
2024
Q3 | $871K | Sell |
6,448
-15,887
| -71% | -$2.15M | 0.08% | 217 |
|
|
2024
Q2 | $2.7M | Sell |
22,335
-308
| -1% | -$37.3K | 0.06% | 299 |
|
|
2024
Q1 | $2.79M | Buy |
+22,643
| New | +$2.79M | 0.07% | 284 |
|