TrueWealth Advisors’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 | $398K | Hold |
3,000
| – | – | 0.12% | 146 |
|
|
2025
Q1 | $403K | Hold |
3,000
| – | – | 0.13% | 131 |
|
|
2024
Q4 | $394K | Hold |
3,000
| – | – | 0.13% | 142 |
|
|
2024
Q3 | $405K | Hold |
3,000
| – | – | 0.14% | 130 |
|
|
2024
Q2 | $363K | Hold |
3,000
| – | – | 0.13% | 126 |
|
|
2024
Q1 | $370K | Hold |
3,000
| – | – | 0.14% | 113 |
|
|
2023
Q4 | $352K | Hold |
3,000
| – | – | 0.14% | 122 |
|
|
2023
Q3 | $323K | Hold |
3,000
| – | – | 0.14% | 117 |
|
|
2023
Q2 | $340K | Hold |
3,000
| – | – | 0.14% | 113 |
|
|
2023
Q1 | $352K | Hold |
3,000
| – | – | 0.15% | 111 |
|
|
2022
Q4 | $362K | Hold |
3,000
| – | – | 0.16% | 110 |
|
|
2022
Q3 | $322K | Hold |
3,000
| – | – | 0.15% | 105 |
|
|
2022
Q2 | $353K | Hold |
3,000
| – | – | 0.16% | 106 |
|
|
2022
Q1 | $368K | Hold |
3,000
| – | – | 0.17% | 116 |
|
|
2021
Q4 | $368K | Buy |
+3,000
| New | +$368K | 0.17% | 116 |
|