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Edge Capital Group’s iShares Select Dividend ETF DVY Stock Holding History

Edge Capital Group’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
2024
Q4 		$2.14M Buy
16,313
+3,008
+23% +$410K 0.1% 122
2024
Q3 		$1.8M Sell
13,305
-824
-6% -$107K 0.08% 130
2024
Q2 		$1.71M Hold
14,129
– – 0.08% 131
2024
Q1 		$1.74M Hold
14,129
– – 0.09% 131
2023
Q4 		$1.66M Sell
14,129
-5,826
-29% -$641K 0.09% 133
2023
Q3 		$2.15M Hold
19,955
– – 0.14% 114
2023
Q2 		$2.26M Buy
19,955
+611
+3% +$69.6K 0.13% 127
2023
Q1 		$2.27M Buy
19,344
+5,997
+45% +$725K 0.14% 118
2022
Q4 		$1.61M Sell
13,347
-4,315
-24% -$510K 0.11% 114
2022
Q3 		$1.89M Buy
17,662
+2,185
+14% +$262K 0.16% 101
2022
Q2 		$1.82M Buy
15,477
+5,498
+55% +$688K 0.16% 105
2022
Q1 		$1.28M Hold
9,979
– – 0.09% 133
2021
Q4 		$1.22M Hold
9,979
– – 0.09% 131
2021
Q3 		$1.15M Hold
9,979
– – 0.09% 132
2021
Q2 		$1.16M Sell
9,979
-292
-3% -$34.7K 0.09% 130
2021
Q1 		$1.17M Hold
10,271
– – 0.1% 122
2020
Q4 		$988K Hold
10,271
– – 0.08% 134
2020
Q3 		$837K Sell
10,271
-60
-0.6% -$5K 0.08% 124
2020
Q2 		$834K Hold
10,331
– – 0.09% 121
2020
Q1 		$760K Hold
10,331
– – 0.09% 121
2019
Q4 		$1.09M Hold
10,331
– – 0.11% 117
2019
Q3 		$1.05M Hold
10,331
– – 0.11% 117
2019
Q2 		$1.03M Hold
10,331
– – 0.1% 123
2019
Q1 		$1.01M Sell
10,331
-3,240
-24% -$310K 0.1% 116
2018
Q4 		$1.21M Buy
+13,571
New +$1.3M 0.13% 102

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Edge Capital Group's DVY Position: Q4 2024 in Review

Edge Capital Group increased its iShares Select Dividend ETF (DVY) stake by 23% in Q4 2024, buying an estimated $410K and bringing the position to 16,313 shares worth $2.14M. The position accounts for 0.1% of the portfolio, ranked #122.

Edge Capital Group first reported a position in DVY in Q4 2018 and has held it in 25 quarters since. The position peaked at $2.27M in Q1 2023. 1,328 funds tracked by Wall St. Rank hold DVY as of Q4 2024.

  • Edge Capital Group held 16,313 shares of iShares Select Dividend ETF worth $2.14M as of Q4 2024.
  • Edge Capital Group bought 3,008 iShares Select Dividend ETF shares in Q4 2024, an estimated $410K.
  • iShares Select Dividend ETF made up 0.1% of Edge Capital Group's portfolio in Q4 2024, its #122 holding.
  • Edge Capital Group first reported a position in iShares Select Dividend ETF in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's iShares Select Dividend ETF position peaked at $2.27M in Q1 2023.
  • 1,328 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.