Creekmur Asset Management’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$355K Sell
2,496
-329
-12% -$45.6K 0.06% 146
2025
Q2
$375K Buy
2,825
+1,497
+113% +$194K 0.07% 151
2025
Q1
$178K Buy
1,328
+733
+123% +$98.3K 0.04% 216
2024
Q4
$78.2K Buy
595
+2
+0.3% +$273 0.02% 178
2024
Q3
$80.2K Buy
593
+2
+0.3% +$259 0.02% 169
2024
Q2
$71.5K Buy
591
+1
+0.2% +$121 0.02% 207
2024
Q1
$72.6K Buy
590
+2
+0.3% +$234 0.02% 208
2023
Q4
$68.9K Buy
+588
New +$64.7K 0.02% 255

Other funds holding DVY

Creekmur Asset Management's DVY Position: Q3 2025 in Review

Creekmur Asset Management reduced its iShares Select Dividend ETF (DVY) stake by 12% in Q3 2025, selling an estimated $45.6K and leaving 2,496 shares worth $355K. The position accounts for 0.06% of the portfolio, ranked #146.

Creekmur Asset Management first reported a position in DVY in Q4 2023 and has held it in 8 quarters since. The position peaked at $375K in Q2 2025. 1,310 funds tracked by Wall St. Rank hold DVY as of Q3 2025.

  • Creekmur Asset Management held 2,496 shares of iShares Select Dividend ETF worth $355K as of Q3 2025.
  • Creekmur Asset Management sold 329 iShares Select Dividend ETF shares in Q3 2025, an estimated $45.6K.
  • iShares Select Dividend ETF made up 0.06% of Creekmur Asset Management's portfolio in Q3 2025, its #146 holding.
  • Creekmur Asset Management first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 8 quarters since.
  • Creekmur Asset Management's iShares Select Dividend ETF position peaked at $375K in Q2 2025.
  • 1,310 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.