Sterling Financial Group’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 | $1.55M | Hold |
11,675
| – | – | 0.52% | 28 |
|
|
2025
Q1 | $1.57M | Hold |
11,675
| – | – | 0.57% | 27 |
|
|
2024
Q4 | $1.53M | Hold |
11,675
| – | – | 0.57% | 28 |
|
|
2024
Q3 | $1.58M | Hold |
11,675
| – | – | 0.67% | 20 |
|
|
2024
Q2 | $1.41M | Hold |
11,675
| – | – | 0.64% | 22 |
|
|
2024
Q1 | $1.44M | Hold |
11,675
| – | – | 0.68% | 20 |
|
|
2023
Q4 | $1.37M | Hold |
11,675
| – | – | 0.81% | 18 |
|
|
2023
Q3 | $1.26M | Sell |
11,675
-5,400
| -32% | -$581K | 0.79% | 16 |
|
|
2023
Q2 | $1.93M | Hold |
17,075
| – | – | 1.28% | 13 |
|
|
2023
Q1 | $2.06M | Hold |
17,075
| – | – | 1.58% | 14 |
|
|
2022
Q4 | $2.06M | Buy |
+17,075
| New | +$2.06M | 1.58% | 14 |
|