Avantax Advisory Services’s iShares Select Dividend ETF DVY Stock Holding History

Avantax Advisory 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	$14.7M	Buy	110,866 +6,269	+6%	+$812K	0.08%	194
2025 Q1	$14M	Buy	104,597 +3,093	+3%	+$415K	0.09%	182
2024 Q4	$13.3M	Buy	101,504 +1,252	+1%	+$171K	0.08%	178
2024 Q3	$13.5M	Sell	100,252 -4,725	-5%	-$611K	0.09%	171
2024 Q2	$12.7M	Sell	104,977 -11,222	-10%	-$1.36M	0.09%	169
2024 Q1	$14.3M	Buy	116,199 +6,166	+6%	+$722K	0.13%	121
2023 Q4	$12.9M	Sell	110,033 -7,578	-6%	-$834K	0.13%	126
2023 Q3	$12.7M	Sell	117,611 -6,389	-5%	-$727K	0.14%	114
2023 Q2	$14M	Sell	124,000 -9,321	-7%	-$1.06M	0.16%	107
2023 Q1	$15.6M	Buy	133,321 +5,439	+4%	+$658K	0.19%	88
2022 Q4	$15.4M	Buy	127,882 +4,729	+4%	+$559K	0.21%	83
2022 Q3	$13.2M	Buy	123,153 +21,400	+21%	+$2.56M	0.2%	77
2022 Q2	$12M	Buy	101,753 +10,874	+12%	+$1.36M	0.18%	87
2022 Q1	$11.7M	Buy	90,879 +12,185	+15%	+$1.52M	0.16%	98
2021 Q4	$9.65M	Sell	78,694 -15,619	-17%	-$1.86M	0.15%	113
2021 Q3	$10.8M	Buy	94,313 +9,742	+12%	+$1.14M	0.18%	91
2021 Q2	$9.86M	Buy	84,571 +8,872	+12%	+$1.06M	0.18%	92
2021 Q1	$8.64M	Sell	75,699 -278	-0.4%	-$29.4K	0.19%	95
2020 Q4	$7.3M	Sell	75,977 -149,498	-66%	-$13.6M	0.17%	97
2020 Q3	$18.4M	Buy	225,475 +68,567	+44%	+$5.72M	0.29%	58
2020 Q2	$12.7M	Buy	156,908 +39,400	+34%	+$3.15M	0.37%	46
2020 Q1	$8.64M	Sell	117,508 -14,834	-11%	-$1.42M	0.26%	63
2019 Q4	$14M	Buy	132,342 +29,209	+28%	+$3.01M	0.32%	47
2019 Q3	$10.5M	Buy	103,133 +16,914	+20%	+$1.69M	0.43%	31
2019 Q2	$8.58M	Buy	86,219 +11,750	+16%	+$1.16M	0.38%	34
2019 Q1	$7.31M	Buy	74,469 +11,422	+18%	+$1.09M	0.39%	28
2018 Q4	$5.63M	Buy	+63,047	New	+$6.04M	0.95%	24

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

Avantax Advisory Services's DVY Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Select Dividend ETF (DVY) stake by 6% in Q2 2025, buying an estimated $812K and bringing the position to 110,866 shares worth $14.7M. The position accounts for 0.08% of the portfolio, ranked #194.

Avantax Advisory Services first reported a position in DVY in Q4 2018 and has held it in 27 quarters since. The position peaked at $18.4M in Q3 2020. 1,296 funds tracked by Wall St. Rank hold DVY as of Q2 2025.

Avantax Advisory Services held 110,866 shares of iShares Select Dividend ETF worth $14.7M as of Q2 2025.
Avantax Advisory Services bought 6,269 iShares Select Dividend ETF shares in Q2 2025, an estimated $812K.
iShares Select Dividend ETF made up 0.08% of Avantax Advisory Services's portfolio in Q2 2025, its #194 holding.
Avantax Advisory Services first reported a position in iShares Select Dividend ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's iShares Select Dividend ETF position peaked at $18.4M in Q3 2020.
1,296 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.