Squire Investment Management Company’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 | $1.03M | Hold |
7,720
| – | – | 0.38% | 35 |
|
|
2025
Q1 | $1.04M | Hold |
7,720
| – | – | 0.43% | 32 |
|
|
2024
Q4 | $1.01M | Hold |
7,720
| – | – | 0.45% | 29 |
|
|
2024
Q3 | $1.04M | Buy |
7,720
+1,170
| +18% | +$158K | 0.5% | 27 |
|
|
2024
Q2 | $792K | Buy |
6,550
+1,184
| +22% | +$143K | 0.45% | 30 |
|
|
2024
Q1 | $661K | Buy |
5,366
+1,115
| +26% | +$137K | 0.42% | 36 |
|
|
2023
Q4 | $498K | Buy |
+4,251
| New | +$498K | 0.41% | 35 |
|