STALEY CAPITAL ADVISERS’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 | $290K | Hold |
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|
2025
Q2 | $271K | Hold |
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|
2025
Q1 | $274K | Hold |
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|
2024
Q4 | $268K | Hold |
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|
2024
Q3 | $276K | Hold |
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|
2024
Q2 | $247K | Hold |
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|
2024
Q1 | $251K | Hold |
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|
2023
Q4 | $239K | Hold |
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|
2023
Q3 | $220K | Hold |
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|
2023
Q2 | $231K | Hold |
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|
2023
Q1 | $239K | Hold |
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|
2022
Q4 | $246K | Hold |
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|
2022
Q3 | $219K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $264K | Hold |
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|
2016
Q1 | $253K | Hold |
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|
2015
Q4 | $233K | Hold |
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|
2015
Q3 | $226K | Hold |
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|
2015
Q2 | $233K | Hold |
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|
2015
Q1 | $242K | Hold |
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|
2014
Q4 | $246K | Sell |
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|
2014
Q3 | $242K | Hold |
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|
2014
Q2 | $252K | Sell |
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|
2014
Q1 | $243K | Hold |
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|
2013
Q4 | $237K | Sell |
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|
2013
Q3 | $334K | Buy |
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|
2013
Q2 | $213K | Buy |
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