Wealth Enhancement Advisory Services’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 | $29.5M | Sell |
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|
2025
Q2 | $28.6M | Buy |
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|
2025
Q1 | $26.9M | Buy |
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|
2024
Q4 | $25M | Buy |
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|
2024
Q3 | $20.7M | Sell |
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|
2024
Q2 | $18.9M | Sell |
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|
2024
Q1 | $19.7M | Buy |
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|
2023
Q4 | $18.3M | Sell |
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|
2023
Q3 | $18M | Buy |
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|
2023
Q2 | $441K | Buy |
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|
2023
Q1 | $357K | Buy |
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|
2022
Q4 | $231K | Hold |
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|
2022
Q3 | $202K | Hold |
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|
2022
Q2 | $220K | Hold |
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|
2022
Q1 | $239K | Sell |
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|
2021
Q4 | $265K | Buy |
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|
2021
Q3 | $223K | Hold |
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|
2021
Q2 | $216K | Hold |
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|
2021
Q1 | $216K | Buy |
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