Sterling Wealth Management’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 | $260K | Buy |
+1,961
| New | +$260K | 0.09% | 90 |
|
|
2024
Q4 | $257K | Hold |
1,961
| – | – | 0.1% | 92 |
|
|
2024
Q3 | $265K | Hold |
1,961
| – | – | 0.1% | 97 |
|
|
2024
Q2 | $237K | Hold |
1,961
| – | – | 0.11% | 92 |
|
|
2024
Q1 | $242K | Hold |
1,961
| – | – | 0.12% | 86 |
|
|
2023
Q4 | $230K | Buy |
+1,961
| New | +$230K | 0.13% | 83 |
|