Spire Wealth Management’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 | $593K | Sell |
4,466
-130
| -3% | -$17.3K | 0.02% | 470 |
|
|
2025
Q1 | $617K | Buy |
4,596
+53
| +1% | +$7.12K | 0.02% | 514 |
|
|
2024
Q4 | $596K | Sell |
4,543
-1,197
| -21% | -$157K | 0.02% | 511 |
|
|
2024
Q3 | $775K | Sell |
5,740
-126
| -2% | -$17K | 0.03% | 429 |
|
|
2024
Q2 | $710K | Buy |
5,866
+819
| +16% | +$99.1K | 0.03% | 416 |
|
|
2024
Q1 | $622K | Sell |
5,047
-1,250
| -20% | -$154K | 0.01% | 467 |
|
|
2023
Q4 | $723K | Sell |
6,297
-581
| -8% | -$66.7K | 0.02% | 435 |
|
|
2023
Q3 | $740K | Sell |
6,878
-997
| -13% | -$107K | 0.03% | 397 |
|
|
2023
Q2 | $892K | Buy |
7,875
+165
| +2% | +$18.7K | 0.03% | 367 |
|
|
2023
Q1 | $903K | Buy |
7,710
+1,456
| +23% | +$171K | 0.04% | 362 |
|
|
2022
Q4 | $754K | Buy |
6,254
+170
| +3% | +$20.5K | 0.04% | 276 |
|
|
2022
Q3 | $652K | Sell |
6,084
-42,878
| -88% | -$4.6M | 0.04% | 285 |
|
|
2022
Q2 | $5.76M | Buy |
48,962
+37,052
| +311% | +$4.36M | 0.24% | 107 |
|
|
2022
Q1 | $1.53M | Sell |
11,910
-6,840
| -36% | -$876K | 0.04% | 313 |
|
|
2021
Q4 | $2.3M | Buy |
18,750
+8,870
| +90% | +$1.09M | 0.05% | 291 |
|
|
2021
Q3 | $1.13M | Sell |
9,880
-757
| -7% | -$86.9K | 0.03% | 383 |
|
|
2021
Q2 | $1.24M | Sell |
10,637
-11,128
| -51% | -$1.3M | 0.03% | 369 |
|
|
2021
Q1 | $2.48M | Buy |
+21,765
| New | +$2.48M | 0.07% | 242 |
|