Spire 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 | $635K | Hold |
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|
2025
Q2 | $593K | Sell |
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|
2025
Q1 | $617K | Buy |
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|
2024
Q4 | $596K | Sell |
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|
2024
Q3 | $775K | Sell |
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|
2024
Q2 | $710K | Buy |
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|
2024
Q1 | $622K | Sell |
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|
2023
Q4 | $723K | Sell |
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|
2023
Q3 | $740K | Sell |
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|
2023
Q2 | $892K | Buy |
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|
2023
Q1 | $903K | Buy |
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|
2022
Q4 | $754K | Buy |
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|
2022
Q3 | $652K | Sell |
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|
2022
Q2 | $5.76M | Buy |
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|
2022
Q1 | $1.53M | Sell |
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|
2021
Q4 | $2.3M | Buy |
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|
2021
Q3 | $1.13M | Sell |
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|
2021
Q2 | $1.24M | Sell |
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|
2021
Q1 | $2.48M | Buy |
|