Squire Investment Management Company’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
$1.2M Buy
2025
Q2
$1.03M Hold
2025
Q1
$1.04M Hold
2024
Q4
$1.01M Hold
2024
Q3
$1.04M Buy
2024
Q2
$792K Buy
2024
Q1
$661K Buy
2023
Q4
$498K Buy