Umpqua Bank’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 | $213K | Buy |
+1,570
| New | +$213K | 0.07% | 162 |
|
|
2025
Q1 | – | Sell |
-1,750
| Closed | -$229K | – | 156 |
|
|
2024
Q4 | $229K | Hold |
1,750
| – | – | 0.08% | 147 |
|
|
2024
Q3 | $236K | Hold |
1,750
| – | – | 0.09% | 144 |
|
|
2024
Q2 | $212K | Hold |
1,750
| – | – | 0.08% | 141 |
|
|
2024
Q1 | $216K | Buy |
+1,750
| New | +$216K | 0.09% | 139 |
|