Waldron Private Wealth’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 | $933K | Hold |
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|
2025
Q2 | $872K | Hold |
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|
2025
Q1 | $881K | Buy |
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|
2024
Q4 | $740K | Hold |
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|
2024
Q3 | $762K | Buy |
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|
2024
Q2 | $678K | Sell |
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|
2024
Q1 | $1.69M | Hold |
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|
2023
Q4 | $1.61M | Hold |
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|
2023
Q3 | $1.48M | Sell |
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|
2023
Q2 | $1.72M | Sell |
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|
2023
Q1 | $1.79M | Sell |
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|
2022
Q4 | $1.69M | Hold |
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|
2022
Q3 | $1.69M | Sell |
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|
2022
Q2 | $1.95M | Hold |
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|
2022
Q1 | $2.13M | Hold |
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|
2021
Q4 | $2.03M | Buy |
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|
2021
Q3 | $920K | Buy |
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|
2021
Q2 | $566K | Hold |
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|
2021
Q1 | $554K | Hold |
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|
2020
Q4 | $467K | Hold |
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|
2020
Q3 | $395K | Sell |
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|
2020
Q2 | $765K | Hold |
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|
2020
Q1 | $697K | Sell |
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|
2019
Q4 | $1.06M | Buy |
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|
2019
Q3 | $966K | Hold |
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|
2019
Q2 | $943K | Hold |
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|
2019
Q1 | $930K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $201K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $255K | Buy |
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