Wedmont Private Capital’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 | $371K | Hold |
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|
2025
Q2 | $355K | Sell |
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|
2025
Q1 | $344K | Hold |
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|
2024
Q4 | $356K | Hold |
|
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|
2024
Q3 | $369K | Hold |
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|
2024
Q2 | $347K | Hold |
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|
2024
Q1 | $339K | Hold |
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|
2023
Q4 | $329K | Hold |
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|
2023
Q3 | $295K | Sell |
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|
2023
Q2 | $403K | Buy |
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|
2023
Q1 | $329K | Sell |
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|
2022
Q4 | $346K | Buy |
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|
2022
Q3 | $261K | Hold |
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|
2022
Q2 | $287K | Hold |
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|
2022
Q1 | $312K | Sell |
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|
2021
Q4 | $310K | Buy |
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