Sterling Investment Advisors (Pennsylvania)’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
Q2 | $9.45M | Buy |
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|
2025
Q1 | $9.31M | Buy |
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|
2024
Q4 | $8.67M | Sell |
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|
2024
Q3 | $9M | Sell |
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|
2024
Q2 | $8.16M | Buy |
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|
2024
Q1 | $8.21M | Sell |
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|
2023
Q4 | $7.89M | Sell |
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|
2023
Q3 | $7.66M | Sell |
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|
2023
Q2 | $8.08M | Buy |
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|
2023
Q1 | $8.07M | Buy |
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|
2022
Q4 | $8.21M | Buy |
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|
2022
Q3 | $6.93M | Buy |
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