Valley National Advisers’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 | $28K | Sell |
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|
2025
Q2 | $250K | Hold |
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|
2025
Q1 | $253K | Hold |
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|
2024
Q4 | $248K | Sell |
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|
2024
Q3 | $261K | Hold |
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|
2024
Q2 | $234K | Sell |
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|
2024
Q1 | $331K | Sell |
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|
2023
Q4 | $418K | Hold |
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|
2023
Q3 | $384K | Sell |
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|
2023
Q2 | $424K | Hold |
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|
2023
Q1 | $441K | Sell |
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|
2022
Q4 | $477K | Sell |
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|
2022
Q3 | $465K | Hold |
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|
2022
Q2 | $490K | Hold |
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|
2022
Q1 | $530K | Hold |
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|
2021
Q4 | $508K | Sell |
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|
2021
Q3 | $486K | Sell |
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|
2021
Q2 | $506K | Hold |
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|
2021
Q1 | $495K | Hold |
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|
2020
Q4 | $417K | Hold |
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|
2020
Q3 | $354K | Hold |
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|
2020
Q2 | $350K | Hold |
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|
2020
Q1 | $319K | Hold |
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|
2019
Q4 | $459K | Hold |
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|
2019
Q3 | $442K | Sell |
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|
2019
Q2 | $447K | Hold |
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|
2019
Q1 | $441K | Hold |
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|
2018
Q4 | $401K | Hold |
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|
2018
Q3 | $448K | Hold |
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|
2018
Q2 | $439K | Hold |
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|
2018
Q1 | $427K | Sell |
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|
2017
Q4 | $444K | Hold |
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|
2017
Q3 | $421K | Sell |
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|
2017
Q2 | $448K | Hold |
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|
2017
Q1 | $443K | Sell |
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|
2016
Q4 | $435K | Hold |
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|
2016
Q3 | $421K | Sell |
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|
2016
Q2 | $1.26M | Sell |
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|
2016
Q1 | $1.24M | Hold |
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|
2015
Q4 | $1.14M | Buy |
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|
2015
Q3 | $1.08M | Hold |
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|
2015
Q2 | $1.11M | Buy |
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|
2015
Q1 | $1.15M | Buy |
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|
2014
Q4 | $549K | Buy |
|