Wealthspire Advisors (New York)’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 | $5.84M | Buy |
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|
2025
Q2 | $5.2M | Sell |
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|
2025
Q1 | $19.8M | Buy |
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|
2024
Q4 | $9.38M | Buy |
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|
2024
Q3 | $9.58M | Buy |
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|
2024
Q2 | $8.07M | Buy |
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|
2024
Q1 | $8.21M | Sell |
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|
2023
Q4 | $8.05M | Sell |
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|
2023
Q3 | $7.51M | Buy |
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|
2023
Q2 | $7.88M | Sell |
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|
2023
Q1 | $8.26M | Buy |
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|
2022
Q4 | $8.47M | Sell |
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|
2022
Q3 | $7.91M | Buy |
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|
2022
Q2 | $7.83M | Buy |
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|
2022
Q1 | $7.58M | Sell |
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|
2021
Q4 | $7.27M | Sell |
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|
2021
Q3 | $7.61M | Buy |
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|
2021
Q2 | $6.93M | Sell |
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|
2021
Q1 | $6.82M | Sell |
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|
2020
Q4 | $5.81M | Buy |
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|
2020
Q3 | $4.85M | Buy |
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|
2020
Q2 | $738K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $73K | Buy |
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