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

Congress 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	$19.1M	Sell	143,998 -414	-0.3%	-$53.6K	0.19%	134
2025 Q1	$19.4M	Buy	144,412 +6,129	+4%	+$822K	0.23%	113
2024 Q4	$18.2M	Buy	138,283 +2,954	+2%	+$402K	0.25%	113
2024 Q3	$18.3M	Buy	+135,329	New	+$17.5M	0.24%	114
2024 Q1	–	Sell	-4,419	Closed	-$518K	–	594
2023 Q4	$518K	Buy	+4,419	New	+$486K	0.01%	458
2023 Q1	–	Sell	-1,695	Closed	-$205K	–	560
2022 Q4	$205K	Buy	+1,695	New	+$201K	0.01%	539
2022 Q2	–	Sell	-1,893	Closed	-$243K	–	565
2022 Q1	$243K	Buy	1,893 +75	+4%	+$9.37K	0.01%	549
2021 Q4	$223K	Buy	+1,818	New	+$217K	﹤0.01%	580

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

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

Congress Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 0.29% in Q2 2025, selling an estimated $53.6K and leaving 143,998 shares worth $19.1M. The position accounts for 0.19% of the portfolio, ranked #134.

Congress Wealth Management first reported a position in DVY in Q4 2021 and has held it in 8 quarters since. The position peaked at $19.4M in Q1 2025. 1,296 funds tracked by Wall St. Rank hold DVY as of Q2 2025.

Congress Wealth Management held 143,998 shares of iShares Select Dividend ETF worth $19.1M as of Q2 2025.
Congress Wealth Management sold 414 iShares Select Dividend ETF shares in Q2 2025, an estimated $53.6K.
iShares Select Dividend ETF made up 0.19% of Congress Wealth Management's portfolio in Q2 2025, its #134 holding.
Congress Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 8 quarters since.
Congress Wealth Management's iShares Select Dividend ETF position peaked at $19.4M in Q1 2025.
1,296 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.