Centricity Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
Centricity Wealth Management's DVY Position: Q2 2025 in Review
Centricity Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 51% in Q2 2025, buying an estimated $205K and bringing the position to 4,677 shares worth $621K. The position accounts for 0.5% of the portfolio, ranked #39.
Centricity Wealth Management first reported a position in DVY in Q4 2024 and has held it in 3 quarters since. 1,298 funds tracked by Wall St. Rank hold DVY as of Q2 2025.
- Centricity Wealth Management held 4,677 shares of iShares Select Dividend ETF worth $621K as of Q2 2025.
- Centricity Wealth Management bought 1,580 iShares Select Dividend ETF shares in Q2 2025, an estimated $205K.
- iShares Select Dividend ETF made up 0.5% of Centricity Wealth Management's portfolio in Q2 2025, its #39 holding.
- Centricity Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 3 quarters since.
- 1,298 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2025.
Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.