Stillwater Capital Advisors’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
Q3 | $287K | Hold |
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|
2025
Q2 | $268K | Buy |
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|
2025
Q1 | $265K | Hold |
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|
2024
Q4 | $259K | Hold |
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|
2024
Q3 | $266K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $243K | Hold |
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|
2023
Q4 | $231K | Hold |
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|
2023
Q3 | $212K | Hold |
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|
2023
Q2 | $223K | Hold |
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|
2023
Q1 | $231K | Hold |
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|
2022
Q4 | $238K | Buy |
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|
2022
Q3 | $202K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $918K | Sell |
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|
2017
Q1 | $920K | Hold |
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|
2016
Q4 | $895K | Sell |
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|
2016
Q3 | $878K | Sell |
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|
2016
Q2 | $891K | Buy |
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|
2016
Q1 | $795K | Sell |
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|
2015
Q4 | $746K | Hold |
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|
2015
Q3 | $722K | Sell |
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|
2015
Q2 | $765K | Buy |
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|
2015
Q1 | $595K | Hold |
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|
2014
Q4 | $607K | Hold |
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|
2014
Q3 | $564K | Hold |
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|
2014
Q2 | $588K | Sell |
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|
2014
Q1 | $575K | Hold |
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|
2013
Q4 | $559K | Hold |
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|
2013
Q3 | $520K | Buy |
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|
2013
Q2 | $427K | Buy |
|