American Investment Services’s iShares Select Dividend ETF DVY Stock Holding History

American Investment Services’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,528	Closed	-$340K	–	142
2025 Q1	$340K	Buy	+2,528	New	+$339K	0.06%	131
2020 Q2	–	Sell	-4,279	Closed	-$315K	–	135
2020 Q1	$315K	Buy	4,279 +1,879	+78%	+$180K	0.12%	109
2019 Q4	$254K	Hold	2,400	–	–	0.08%	129
2019 Q3	$245K	Hold	2,400	–	–	0.08%	123
2019 Q2	$239K	Hold	2,400	–	–	0.08%	125
2019 Q1	$236K	Buy	+2,400	New	+$230K	0.08%	120

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

American Investment Services's DVY Position: Q2 2025 in Review

American Investment Services sold out of iShares Select Dividend ETF (DVY) in Q2 2025, closing a stake of 2,528 shares — an estimated $340K sold.

American Investment Services first reported a position in DVY in Q1 2019 and held it in 6 quarters. The position peaked at $340K in Q1 2025. 1,300 funds tracked by Wall St. Rank hold DVY as of Q2 2025.

American Investment Services reported no remaining iShares Select Dividend ETF position as of Q2 2025 after selling out during the quarter.
American Investment Services sold 2,528 iShares Select Dividend ETF shares in Q2 2025, an estimated $340K.
American Investment Services first reported a position in iShares Select Dividend ETF in Q1 2019 and held it in 6 quarters.
American Investment Services's iShares Select Dividend ETF position peaked at $340K in Q1 2025.
1,300 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2025.

Based on American Investment Services's 13F filing for Q2 2025, filed 13 Aug 2025.