Sterling Investment Advisors (Missouri)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $236K | Hold |
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|
2025
Q4 | $220K | Hold |
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|
2025
Q3 | $222K | Sell |
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|
2025
Q2 | $278K | Buy |
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|
2025
Q1 | $234K | Buy |
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|
2024
Q4 | $228K | Sell |
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|
2024
Q3 | $250K | Buy |
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|
2024
Q2 | $223K | Buy |
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|
2024
Q1 | $226K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $221K | Buy |
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|
2021
Q4 | $211K | Buy |
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