West Coast Financial’s iShares Select Dividend ETF DVY Stock Holding History

West Coast Financial’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,152	Closed	-$289K	–	39
2025 Q1	$289K	Sell	2,152 -45	-2%	-$6.04K	0.03%	141
2024 Q4	$288K	Sell	2,197 -59	-3%	-$7.75K	0.03%	140
2024 Q3	$305K	Sell	2,256 -200	-8%	-$27K	0.03%	140
2024 Q2	$297K	Hold	2,456	–	–	0.04%	136
2024 Q1	$303K	Sell	2,456 -215	-8%	-$26.5K	0.04%	131
2023 Q4	$313K	Hold	2,671	–	–	0.04%	121
2023 Q3	$288K	Sell	2,671 -200	-7%	-$21.5K	0.04%	119
2023 Q2	$325K	Sell	2,871 -296	-9%	-$33.5K	0.05%	116
2023 Q1	$371K	Sell	3,167 -240	-7%	-$28.1K	0.06%	103
2022 Q4	$411K	Sell	3,407 -100	-3%	-$12.1K	0.07%	94
2022 Q3	$376K	Hold	3,507	–	–	0.07%	90
2022 Q2	$413K	Hold	3,507	–	–	0.07%	87
2022 Q1	$449K	Sell	3,507 -41	-1%	-$5.25K	0.07%	88
2021 Q4	$435K	Sell	3,548 -100	-3%	-$12.3K	0.06%	96
2021 Q3	$418K	Sell	3,648 -85	-2%	-$9.74K	0.07%	98
2021 Q2	$435K	Buy	3,733 +234	+7%	+$27.3K	0.07%	96
2021 Q1	$399K	Hold	3,499	–	–	0.07%	91
2020 Q4	$337K	Sell	3,499 -1,685	-33%	-$162K	0.06%	91
2020 Q3	$423K	Buy	5,184 +1,385	+36%	+$113K	0.1%	83
2020 Q2	$307K	Hold	3,799	–	–	0.07%	89
2020 Q1	$279K	Sell	3,799 -326	-8%	-$23.9K	0.07%	86
2019 Q4	$436K	Sell	4,125 -361	-8%	-$38.2K	0.09%	83
2019 Q3	$457K	Sell	4,486 -350	-7%	-$35.7K	0.1%	84
2019 Q2	$481K	Sell	4,836 -600	-11%	-$59.7K	0.11%	82
2019 Q1	$534K	Sell	5,436 -90	-2%	-$8.84K	0.13%	78
2018 Q4	$494K	Sell	5,526 -2,561	-32%	-$229K	0.14%	76
2018 Q3	$807K	Buy	8,087 +1,946	+32%	+$194K	0.19%	81
2018 Q2	$600K	Sell	6,141 -435	-7%	-$42.5K	0.17%	71
2018 Q1	$626K	Sell	6,576 -850	-11%	-$80.9K	0.18%	70
2017 Q4	$732K	Sell	7,426 -983	-12%	-$96.9K	0.21%	70
2017 Q3	$787K	Sell	8,409 -306	-4%	-$28.6K	0.21%	75
2017 Q2	$804K	Sell	8,715 -941	-10%	-$86.8K	0.26%	64
2017 Q1	$880K	Sell	9,656 -529	-5%	-$48.2K	0.28%	68
2016 Q4	$902K	Sell	10,185 -770	-7%	-$68.2K	0.29%	69
2016 Q3	$939K	Buy	+10,955	New	+$939K	0.3%	74