Zacks Investment Management’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 | – | Sell |
-1,747
| Closed | -$235K | – | 719 |
|
2025
Q1 | $235K | Sell |
1,747
-159
| -8% | -$21.4K | ﹤0.01% | 588 |
|
2024
Q4 | $250K | Sell |
1,906
-41
| -2% | -$5.38K | ﹤0.01% | 592 |
|
2024
Q3 | $263K | Buy |
1,947
+10
| +0.5% | +$1.35K | ﹤0.01% | 582 |
|
2024
Q2 | $234K | Buy |
1,937
+1
| +0.1% | +$121 | ﹤0.01% | 550 |
|
2024
Q1 | $238K | Buy |
1,936
+2
| +0.1% | +$246 | ﹤0.01% | 578 |
|
2023
Q4 | $227K | Sell |
1,934
-408
| -17% | -$47.8K | ﹤0.01% | 577 |
|
2023
Q3 | $252K | Hold |
2,342
| – | – | ﹤0.01% | 537 |
|
2023
Q2 | $265K | Buy |
+2,342
| New | +$265K | ﹤0.01% | 547 |
|