Strategies Wealth 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
Q2 | $622K | Buy |
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|
2025
Q1 | $623K | Buy |
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|
2024
Q4 | $617K | Buy |
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|
2024
Q3 | $614K | Buy |
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|
2024
Q2 | $543K | Buy |
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|
2024
Q1 | $549K | Buy |
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|
2023
Q4 | $432K | Sell |
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|
2023
Q3 | $456K | Hold |
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|
2023
Q2 | $480K | Sell |
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|
2023
Q1 | $507K | Buy |
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|
2022
Q4 | $517K | Buy |
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|
2022
Q2 | $361K | Buy |
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|
2022
Q1 | $390K | Buy |
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|
2021
Q4 | $370K | Buy |
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