C2C Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

C2C Wealth 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 Q2	–	Sell	-1,850	Closed	-$248K	–	83
2025 Q1	$248K	Sell	1,850 -300	-14%	-$40.2K	0.23%	75
2024 Q4	$282K	Sell	2,150 -300	-12%	-$40.9K	0.26%	70
2024 Q3	$330K	Sell	2,450 -50	-2%	-$6.46K	0.31%	63
2024 Q2	$302K	Hold	2,500	–	–	0.3%	69
2024 Q1	$308K	Sell	2,500 -160	-6%	-$18.7K	0.31%	66
2023 Q4	$313K	Buy	2,660 +309	+13%	+$34K	0.27%	78
2023 Q3	$247K	Hold	2,351	–	–	0.04%	209
2023 Q2	$270K	Hold	2,351	–	–	0.04%	210
2023 Q1	$279K	Hold	2,351	–	–	0.04%	201
2022 Q4	$286K	Hold	2,351	–	–	0.05%	139
2022 Q3	$267K	Hold	2,351	–	–	0.05%	148
2022 Q2	$279K	Buy	+2,351	New	+$294K	0.05%	148

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

C2C Wealth Management's DVY Position: Q2 2025 in Review

C2C Wealth Management sold out of iShares Select Dividend ETF (DVY) in Q2 2025, closing a stake of 1,850 shares — an estimated $248K sold.

C2C Wealth Management first reported a position in DVY in Q2 2022 and held it in 12 quarters. The position peaked at $330K in Q3 2024. 1,297 funds tracked by Wall St. Rank hold DVY as of Q2 2025.

C2C Wealth Management reported no remaining iShares Select Dividend ETF position as of Q2 2025 after selling out during the quarter.
C2C Wealth Management sold 1,850 iShares Select Dividend ETF shares in Q2 2025, an estimated $248K.
C2C Wealth Management first reported a position in iShares Select Dividend ETF in Q2 2022 and held it in 12 quarters.
C2C Wealth Management's iShares Select Dividend ETF position peaked at $330K in Q3 2024.
1,297 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2025.

Based on C2C Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.