Waverly Advisors’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 | $2.73M | Sell |
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|
2025
Q2 | $2.57M | Sell |
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|
2025
Q1 | $2.62M | Sell |
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|
2024
Q4 | $2.58M | Buy |
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|
2024
Q3 | $2.32M | Buy |
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|
2024
Q2 | $1.58M | Buy |
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|
2024
Q1 | $1.35M | Buy |
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|
2023
Q4 | $205K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $640K | Sell |
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|
2023
Q1 | $693K | Sell |
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|
2022
Q4 | $3.87M | Buy |
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|
2022
Q3 | $3.33M | Sell |
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|
2022
Q2 | $3.91M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $39K | Buy |
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