SIAP
Sterling Investment Advisors (Pennsylvania)’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.45M | Buy |
71,166
+1,828
| +3% | +$243K | 2.07% | 8 |
|
|
2025
Q1 | $9.31M | Buy |
69,338
+3,270
| +5% | +$439K | 2.24% | 8 |
|
|
2024
Q4 | $8.67M | Sell |
66,068
-565
| -0.8% | -$74.2K | 2.1% | 11 |
|
|
2024
Q3 | $9M | Sell |
66,633
-830
| -1% | -$112K | 2.28% | 9 |
|
|
2024
Q2 | $8.16M | Buy |
67,463
+802
| +1% | +$97K | 2.21% | 10 |
|
|
2024
Q1 | $8.21M | Sell |
66,661
-682
| -1% | -$84K | 2.31% | 11 |
|
|
2023
Q4 | $7.89M | Sell |
67,343
-3,860
| -5% | -$452K | 2.46% | 9 |
|
|
2023
Q3 | $7.66M | Sell |
71,203
-92
| -0.1% | -$9.9K | 2.68% | 7 |
|
|
2023
Q2 | $8.08M | Buy |
71,295
+2,465
| +4% | +$279K | 2.67% | 5 |
|
|
2023
Q1 | $8.07M | Buy |
68,830
+778
| +1% | +$91.2K | 2.72% | 4 |
|
|
2022
Q4 | $8.21M | Buy |
68,052
+3,376
| +5% | +$407K | 2.94% | 4 |
|
|
2022
Q3 | $6.94M | Buy |
+64,676
| New | +$6.94M | 2.6% | 5 |
|