Wealthfront Advisers’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.88M | Buy |
21,665
+3,133
| +17% | +$416K | 0.01% | 488 |
|
|
2025
Q1 | $2.49M | Sell |
18,532
-1,250
| -6% | -$168K | 0.01% | 484 |
|
|
2024
Q4 | $2.6M | Buy |
19,782
+7,197
| +57% | +$945K | 0.01% | 466 |
|
|
2024
Q3 | $1.7M | Sell |
12,585
-538
| -4% | -$72.7K | 0.01% | 531 |
|
|
2024
Q2 | $1.59M | Buy |
13,123
+3,549
| +37% | +$429K | 0.01% | 535 |
|
|
2024
Q1 | $1.18M | Buy |
9,574
+1,604
| +20% | +$198K | ﹤0.01% | 585 |
|
|
2023
Q4 | $934K | Sell |
7,970
-17,195
| -68% | -$2.02M | ﹤0.01% | 605 |
|
|
2023
Q3 | $2.71M | Buy |
25,165
+13,775
| +121% | +$1.48M | 0.01% | 369 |
|
|
2023
Q2 | $1.29M | Sell |
11,390
-9,247
| -45% | -$1.05M | 0.01% | 507 |
|
|
2023
Q1 | $2.42M | Buy |
20,637
+8,551
| +71% | +$1M | 0.01% | 375 |
|
|
2022
Q4 | $1.46M | Sell |
12,086
-11,407
| -49% | -$1.38M | 0.01% | 461 |
|
|
2022
Q3 | $2.52M | Buy |
23,493
+10,860
| +86% | +$1.16M | 0.01% | 319 |
|
|
2022
Q2 | $1.49M | Buy |
12,633
+7,210
| +133% | +$849K | 0.01% | 429 |
|
|
2022
Q1 | $695K | Buy |
5,423
+384
| +8% | +$49.2K | ﹤0.01% | 577 |
|
|
2021
Q4 | $618K | Buy |
5,039
+2,905
| +136% | +$356K | ﹤0.01% | 562 |
|
|
2021
Q3 | $244K | Buy |
+2,134
| New | +$244K | ﹤0.01% | 654 |
|