Aveo Capital Partners’s iShares Select Dividend ETF DVY Stock Holding History

Aveo Capital Partners’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 Q1	–	Sell	-2,189	Closed	-$287K	–	213
2024 Q4	$287K	Sell	2,189 -281	-11%	-$38.3K	0.03%	295
2024 Q3	$334K	Buy	2,470 +302	+14%	+$39K	0.04%	265
2024 Q2	$262K	Sell	2,168 -183	-8%	-$22.2K	0.03%	274
2024 Q1	$285K	Sell	2,351 -801	-25%	-$93.8K	0.03%	302
2023 Q4	$369K	Sell	3,152 -5,279	-63%	-$581K	0.04%	236
2023 Q3	$908K	Sell	8,431 -123	-1%	-$14K	0.12%	130
2023 Q2	$969K	Buy	8,554 +187	+2%	+$21.3K	0.12%	134
2023 Q1	$980K	Buy	8,367 +167	+2%	+$20.2K	0.13%	119
2022 Q4	$989K	Buy	+8,200	New	+$970K	0.15%	112
2020 Q4	–	Sell	-4,088	Closed	-$333K	–	83
2020 Q3	$333K	Buy	+4,088	New	+$341K	0.12%	143
2020 Q2	–	Sell	-9,109	Closed	-$670K	–	73
2020 Q1	$670K	Sell	9,109 -532	-6%	-$50.8K	0.33%	68
2019 Q4	$1.02M	Sell	9,641 -2,516	-21%	-$259K	0.4%	64
2019 Q3	$1.26M	Buy	12,157 +2,718	+29%	+$271K	0.52%	57
2019 Q2	$957K	Buy	+9,439	New	+$931K	0.42%	68
2017 Q4	–	Sell	-2,283	Closed	-$214K	–	145
2017 Q3	$214K	Buy	+2,283	New	+$211K	0.07%	121
2017 Q2	–	Sell	-5,588	Closed	-$509K	–	135
2017 Q1	$509K	Sell	5,588 -3,571	-39%	-$323K	0.19%	57
2016 Q4	$811K	Buy	+9,159	New	+$789K	0.23%	72

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $424B AUM 22.94% 1-Year Est. Return

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

Aveo Capital Partners's DVY Position: Q1 2025 in Review

Aveo Capital Partners sold out of iShares Select Dividend ETF (DVY) in Q1 2025, closing a stake of 2,189 shares — an estimated $287K sold.

Aveo Capital Partners first reported a position in DVY in Q4 2016 and held it in 17 quarters. The position peaked at $1.26M in Q3 2019. 1,314 funds tracked by Wall St. Rank hold DVY as of Q1 2025.

Aveo Capital Partners reported no remaining iShares Select Dividend ETF position as of Q1 2025 after selling out during the quarter.
Aveo Capital Partners sold 2,189 iShares Select Dividend ETF shares in Q1 2025, an estimated $287K.
Aveo Capital Partners first reported a position in iShares Select Dividend ETF in Q4 2016 and held it in 17 quarters.
Aveo Capital Partners's iShares Select Dividend ETF position peaked at $1.26M in Q3 2019.
1,314 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.