Fairview Capital Investment Management’s iShares Select Dividend ETF DVY Stock Holding History

Fairview Capital Investment 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 Q3	–	Sell	-2,664	Closed	-$354K	–	177
2025 Q2	$354K	Hold	2,664	–	–	0.02%	127
2025 Q1	$358K	Sell	2,664 -812	-23%	-$109K	0.02%	129
2024 Q4	$456K	Sell	3,476 -1,500	-30%	-$204K	0.02%	119
2024 Q3	$672K	Buy	+4,976	New	+$643K	0.04%	104
2024 Q2	–	Sell	-7,569	Closed	-$932K	–	151
2024 Q1	$932K	Hold	7,569	–	–	0.05%	94
2023 Q4	$887K	Hold	7,569	–	–	0.05%	90
2023 Q3	$815K	Hold	7,569	–	–	0.05%	92
2023 Q2	$858K	Hold	7,569	–	–	0.05%	89
2023 Q1	$887K	Hold	7,569	–	–	0.06%	88
2022 Q4	$913K	Hold	7,569	–	–	0.06%	89
2022 Q3	$811K	Hold	7,569	–	–	0.06%	80
2022 Q2	$890K	Buy	+7,569	New	+$947K	0.06%	82

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fairview Capital Investment Management's DVY Position: Q3 2025 in Review

Fairview Capital Investment Management sold out of iShares Select Dividend ETF (DVY) in Q3 2025, closing a stake of 2,664 shares — an estimated $354K sold.

Fairview Capital Investment Management first reported a position in DVY in Q2 2022 and held it in 12 quarters. The position peaked at $932K in Q1 2024. 1,306 funds tracked by Wall St. Rank hold DVY as of Q3 2025.

Fairview Capital Investment Management reported no remaining iShares Select Dividend ETF position as of Q3 2025 after selling out during the quarter.
Fairview Capital Investment Management sold 2,664 iShares Select Dividend ETF shares in Q3 2025, an estimated $354K.
Fairview Capital Investment Management first reported a position in iShares Select Dividend ETF in Q2 2022 and held it in 12 quarters.
Fairview Capital Investment Management's iShares Select Dividend ETF position peaked at $932K in Q1 2024.
1,306 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2025.

Based on Fairview Capital Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.