Atlas Capital Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Atlas Capital Advisors’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	$39.8K	Hold	300	–	–	﹤0.01%	647
2025 Q1	$40.3K	Hold	300	–	–	0.01%	654
2024 Q4	$39.4K	Hold	300	–	–	0.01%	647
2024 Q3	$40.5K	Hold	300	–	–	0.01%	606
2024 Q2	$36.3K	Hold	300	–	–	﹤0.01%	624
2024 Q1	$37K	Hold	300	–	–	0.01%	609
2023 Q4	$35.2K	Hold	300	–	–	0.01%	633
2023 Q3	$32.3K	Hold	300	–	–	0.01%	592
2023 Q2	$34K	Sell	300 -3,216	-91%	-$366K	0.01%	617
2023 Q1	$412K	Buy	3,516 +1,288	+58%	+$156K	0.06%	223
2022 Q4	$269K	Sell	2,228 -1,587	-42%	-$188K	0.05%	285
2022 Q3	$409K	Buy	3,815 +800	+27%	+$95.9K	0.07%	214
2022 Q2	$355K	Buy	3,015 +1,664	+123%	+$208K	0.06%	257
2022 Q1	$173K	Buy	1,351 +500	+59%	+$62.5K	0.03%	379
2021 Q4	$104K	Hold	851	–	–	0.02%	447
2021 Q3	$97.7K	Hold	851	–	–	0.02%	444
2021 Q2	$99.3K	Hold	851	–	–	0.02%	451
2021 Q1	$97.2K	Hold	851	–	–	0.02%	421
2020 Q4	$81.9K	Buy	+851	New	+$77.2K	0.02%	423
2020 Q3	–	Sell	-852	Closed	-$68.8K	–	379
2020 Q2	$68.8K	Sell	852 -3,235	-79%	-$258K	0.02%	441
2020 Q1	$301K	Hold	4,087	–	–	0.09%	213
2019 Q4	$432K	Sell	4,087 -13	-0.3%	-$1.34K	0.11%	209
2019 Q3	$418K	Buy	4,100 +151	+4%	+$15.1K	0.13%	203
2019 Q2	$393K	Buy	+3,949	New	+$390K	0.13%	198

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Atlas Capital Advisors's DVY Position: Q2 2025 in Review

Atlas Capital Advisors held its iShares Select Dividend ETF (DVY) position steady in Q2 2025 at 300 shares worth $39.8K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Atlas Capital Advisors first reported a position in DVY in Q2 2019 and has held it in 24 quarters since. The position peaked at $432K in Q4 2019. 1,296 funds tracked by Wall St. Rank hold DVY as of Q2 2025.

Atlas Capital Advisors held 300 shares of iShares Select Dividend ETF worth $39.8K as of Q2 2025.
Atlas Capital Advisors left its iShares Select Dividend ETF share count unchanged in Q2 2025.
iShares Select Dividend ETF made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2025, its #647 holding.
Atlas Capital Advisors first reported a position in iShares Select Dividend ETF in Q2 2019 and has held it in 24 quarters since.
Atlas Capital Advisors's iShares Select Dividend ETF position peaked at $432K in Q4 2019.
1,296 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2025.

Based on Atlas Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.