Warwick Investment Management’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 | $689K | Hold |
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|
2025
Q2 | $644K | Sell |
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|
2025
Q1 | $657K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $587K | Hold |
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|
2024
Q1 | $598K | Hold |
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|
2023
Q4 | $569K | Hold |
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|
2023
Q3 | $522K | Hold |
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|
2023
Q2 | $550K | Hold |
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|
2023
Q1 | $568K | Hold |
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|
2022
Q4 | $585K | Sell |
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|
2022
Q3 | $533K | Hold |
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|
2022
Q2 | $585K | Hold |
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|
2022
Q1 | $637K | Hold |
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|
2021
Q4 | $610K | Buy |
|