BluePointe Capital Management’s iShares Select Dividend ETF DVY Stock Holding History

BluePointe Capital Management’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	$2.09M	Buy	15,568 +11,228	+259%	+$1.51M	0.8%	35
2024 Q4	$570K	Sell	4,340 -420	-9%	-$57.2K	0.33%	58
2024 Q3	$643K	Hold	4,760	–	–	0.42%	55
2024 Q2	$576K	Hold	4,760	–	–	0.39%	59
2024 Q1	$586K	Hold	4,760	–	–	0.4%	57
2023 Q4	$558K	Buy	+4,760	New	+$524K	0.42%	52

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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 22.96% 1-Year Est. Return

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

BluePointe Capital Management's DVY Position: Q1 2025 in Review

BluePointe Capital Management increased its iShares Select Dividend ETF (DVY) stake by 259% in Q1 2025, buying an estimated $1.51M and bringing the position to 15,568 shares worth $2.09M. The position accounts for 0.8% of the portfolio, ranked #35.

BluePointe Capital Management first reported a position in DVY in Q4 2023 and has held it in 6 quarters since. 1,316 funds tracked by Wall St. Rank hold DVY as of Q1 2025.

BluePointe Capital Management held 15,568 shares of iShares Select Dividend ETF worth $2.09M as of Q1 2025.
BluePointe Capital Management bought 11,228 iShares Select Dividend ETF shares in Q1 2025, an estimated $1.51M.
iShares Select Dividend ETF made up 0.8% of BluePointe Capital Management's portfolio in Q1 2025, its #35 holding.
BluePointe Capital Management first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 6 quarters since.
1,316 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2025.

Based on BluePointe Capital Management's 13F filing for Q1 2025, filed 2 May 2025.