Diversify Advisory Services’s iShares Select Dividend ETF DVY Stock Holding History

Diversify Advisory Services’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	–	Sell	-1,789	Closed	-$230K	–	645
2024 Q4	$230K	Buy	+1,789	New	+$244K	0.01%	558

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Diversify Advisory Services's DVY Position: Q1 2025 in Review

Diversify Advisory Services sold out of iShares Select Dividend ETF (DVY) in Q1 2025, closing a stake of 1,789 shares — an estimated $230K sold.

Diversify Advisory Services first reported a position in DVY in Q4 2024 and held it in 1 quarter. The position peaked at $230K in Q4 2024. 1,313 funds tracked by Wall St. Rank hold DVY as of Q1 2025.

Diversify Advisory Services reported no remaining iShares Select Dividend ETF position as of Q1 2025 after selling out during the quarter.
Diversify Advisory Services sold 1,789 iShares Select Dividend ETF shares in Q1 2025, an estimated $230K.
Diversify Advisory Services first reported a position in iShares Select Dividend ETF in Q4 2024 and held it in 1 quarter.
Diversify Advisory Services's iShares Select Dividend ETF position peaked at $230K in Q4 2024.
1,313 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2025.

Based on Diversify Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.