Sonora Investment Management Group’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
$406K Hold
2025
Q2
$380K Buy
2025
Q1
$377K Hold
2024
Q4
$369K Hold
2024
Q3
$380K Hold
2024
Q2
$346K Hold
2024
Q1
$346K Hold
2023
Q4
$329K Hold
2023
Q3
$302K Hold
2023
Q2
$318K Buy
2023
Q1
$296K Sell
2022
Q4
$365K Hold
2022
Q3
$357K Hold
2022
Q2
$357K Buy