Warner Financial’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 | $873K | Buy |
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|
2025
Q2 | $815K | Buy |
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|
2025
Q1 | $822K | Buy |
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|
2024
Q4 | $802K | Buy |
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|
2024
Q3 | $824K | Buy |
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|
2024
Q2 | $736K | Buy |
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|
2024
Q1 | $749K | Buy |
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|
2023
Q4 | $700K | Buy |
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|
2023
Q3 | $631K | Hold |
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|
2023
Q2 | $664K | Hold |
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|
2023
Q1 | $687K | Buy |
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|
2022
Q4 | $704K | Buy |
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|
2022
Q3 | $622K | Hold |
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|
2022
Q2 | $682K | Buy |
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|
2022
Q1 | $740K | Buy |
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|
2021
Q4 | $533K | Buy |
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