Wealthspire Advisors (New York)’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 | $5.2M | Sell |
39,140
-108,604
| -74% | -$14.4M | 0.03% | 157 |
|
|
2025
Q1 | $19.8M | Buy |
147,744
+76,269
| +107% | +$10.2M | 0.12% | 79 |
|
|
2024
Q4 | $9.38M | Buy |
71,475
+548
| +0.8% | +$71.9K | 0.09% | 102 |
|
|
2024
Q3 | $9.58M | Buy |
70,927
+4,238
| +6% | +$572K | 0.1% | 107 |
|
|
2024
Q2 | $8.07M | Buy |
66,689
+28
| +0% | +$3.39K | 0.1% | 91 |
|
|
2024
Q1 | $8.21M | Sell |
66,661
-2,012
| -3% | -$248K | 0.11% | 87 |
|
|
2023
Q4 | $8.05M | Sell |
68,673
-1,083
| -2% | -$127K | 0.11% | 85 |
|
|
2023
Q3 | $7.51M | Buy |
69,756
+200
| +0.3% | +$21.5K | 0.12% | 83 |
|
|
2023
Q2 | $7.88M | Sell |
69,556
-966
| -1% | -$109K | 0.13% | 79 |
|
|
2023
Q1 | $8.26M | Buy |
70,522
+285
| +0.4% | +$33.4K | 0.14% | 79 |
|
|
2022
Q4 | $8.47M | Sell |
70,237
-3,529
| -5% | -$426K | 0.15% | 77 |
|
|
2022
Q3 | $7.91M | Buy |
73,766
+7,205
| +11% | +$773K | 0.17% | 75 |
|
|
2022
Q2 | $7.83M | Buy |
66,561
+7,390
| +12% | +$870K | 0.16% | 68 |
|
|
2022
Q1 | $7.58M | Sell |
59,171
-150
| -0.3% | -$19.2K | 0.17% | 56 |
|
|
2021
Q4 | $7.27M | Sell |
59,321
-6,990
| -11% | -$857K | 0.16% | 64 |
|
|
2021
Q3 | $7.61M | Buy |
66,311
+6,887
| +12% | +$790K | 0.16% | 69 |
|
|
2021
Q2 | $6.93M | Sell |
59,424
-302
| -0.5% | -$35.2K | 0.18% | 58 |
|
|
2021
Q1 | $6.82M | Sell |
59,726
-649
| -1% | -$74.1K | 0.16% | 74 |
|
|
2020
Q4 | $5.81M | Buy |
60,375
+935
| +2% | +$89.9K | 0.17% | 67 |
|
|
2020
Q3 | $4.85M | Buy |
59,440
+50,295
| +550% | +$4.1M | 0.29% | 44 |
|
|
2020
Q2 | $738K | Buy |
+9,145
| New | +$738K | 0.05% | 125 |
|
|
2019
Q1 | – | Sell |
-816
| Closed | -$73K | – | 251 |
|
|
2018
Q4 | $73K | Buy |
+816
| New | +$73K | 0.01% | 141 |
|