Summit Financial’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 | $464K | Buy |
3,495
+29
| +0.8% | +$3.85K | 0.01% | 586 |
|
|
2025
Q1 | $465K | Buy |
3,466
+20
| +0.6% | +$2.69K | 0.01% | 530 |
|
|
2024
Q4 | $452K | Buy |
3,446
+404
| +13% | +$53K | 0.02% | 463 |
|
|
2024
Q3 | $411K | Sell |
3,042
-202
| -6% | -$27.3K | 0.02% | 404 |
|
|
2024
Q2 | $392K | Buy |
+3,244
| New | +$392K | 0.02% | 367 |
|