Sterling Investment Advisors (Missouri)’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 | $278K | Buy |
2,494
+749
| +43% | +$83.6K | 0.14% | 32 |
|
|
2025
Q1 | $234K | Buy |
1,745
+6
| +0.3% | +$806 | 0.13% | 32 |
|
|
2024
Q4 | $228K | Sell |
1,739
-110
| -6% | -$14.4K | 0.13% | 33 |
|
|
2024
Q3 | $250K | Buy |
1,849
+10
| +0.5% | +$1.35K | 0.14% | 31 |
|
|
2024
Q2 | $223K | Buy |
1,839
+7
| +0.4% | +$847 | 0.14% | 31 |
|
|
2024
Q1 | $226K | Buy |
+1,832
| New | +$226K | 0.13% | 31 |
|
|
2022
Q2 | – | Sell |
-1,725
| Closed | -$221K | – | 25 |
|
|
2022
Q1 | $221K | Buy |
1,725
+5
| +0.3% | +$641 | 0.13% | 29 |
|
|
2021
Q4 | $211K | Buy |
+1,720
| New | +$211K | 0.12% | 29 |
|