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Financial Advocates Investment Management’s iShares Select Dividend ETF DVY Stock Holding History

Financial Advocates 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
-9,386
Closed -$1.25M – 206
2025
Q2 		$1.25M Sell
9,386
-3,662
-28% -$474K 0.1% 191
2025
Q1 		$1.69M Sell
13,048
-415
-3% -$55.6K 0.12% 190
2024
Q4 		$1.71M Sell
13,463
-3,778
-22% -$515K 0.1% 200
2024
Q3 		$2.63M Buy
17,241
+4,840
+39% +$626K 0.15% 149
2024
Q2 		$1.5M Sell
12,401
-339
-3% -$41.2K 0.09% 208
2024
Q1 		$1.57M Sell
12,740
-4,538
-26% -$531K 0.09% 216
2023
Q4 		$2.03M Sell
17,278
-1,295
-7% -$142K 0.13% 173
2023
Q3 		$2M Sell
18,573
-1,939
-9% -$221K 0.14% 161
2023
Q2 		$2.32M Sell
20,512
-1,013
-5% -$115K 0.17% 143
2023
Q1 		$2.52M Buy
21,525
+7,309
+51% +$884K 0.18% 132
2022
Q4 		$1.71M Buy
14,216
+93
+0.7% +$11K 0.13% 195
2022
Q3 		$1.51M Buy
14,123
+3,424
+32% +$410K 0.12% 185
2022
Q2 		$1.26M Buy
10,699
+2,092
+24% +$262K 0.1% 227
2022
Q1 		$1.1M Buy
8,607
+1,181
+16% +$148K 0.07% 281
2021
Q4 		$910K Sell
7,426
-1,070
-13% -$128K 0.06% 340
2021
Q3 		$975K Sell
8,496
-117
-1% -$13.7K 0.07% 322
2021
Q2 		$1M Buy
8,613
+397
+5% +$47.2K 0.07% 317
2021
Q1 		$937K Sell
8,216
-234
-3% -$24.7K 0.07% 331
2020
Q4 		$813K Buy
8,450
+605
+8% +$54.9K 0.06% 341
2020
Q3 		$640K Sell
7,845
-1,667
-18% -$139K 0.05% 324
2020
Q2 		$768K Buy
9,512
+1,151
+14% +$92K 0.07% 285
2020
Q1 		$615K Sell
8,361
-2,999
-26% -$287K 0.09% 243
2019
Q4 		$1.2M Buy
11,360
+1,770
+18% +$182K 0.13% 186
2019
Q3 		$978K Buy
9,590
+1,347
+16% +$134K 0.11% 190
2019
Q2 		$821K Sell
8,243
-296
-3% -$29.2K 0.1% 208
2019
Q1 		$838K Buy
8,539
+218
+3% +$20.9K 0.1% 200
2018
Q4 		$743K Sell
8,321
-997
-11% -$95.5K 0.1% 201
2018
Q3 		$930K Sell
9,318
-516
-5% -$51.7K 0.1% 198
2018
Q2 		$961K Sell
9,834
-350
-3% -$34K 0.12% 184
2018
Q1 		$969K Buy
10,184
+99
+1% +$9.67K 0.13% 169
2017
Q4 		$995K Buy
+10,085
New +$971K 0.14% 160

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $202B AUM 37.79% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Advocates Investment Management's DVY Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of iShares Select Dividend ETF (DVY) in Q3 2025, closing a stake of 9,386 shares — an estimated $1.25M sold.

Financial Advocates Investment Management first reported a position in DVY in Q4 2017 and held it in 31 quarters. The position peaked at $2.63M in Q3 2024. 1,308 funds tracked by Wall St. Rank hold DVY as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining iShares Select Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 9,386 iShares Select Dividend ETF shares in Q3 2025, an estimated $1.25M.
  • Financial Advocates Investment Management first reported a position in iShares Select Dividend ETF in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's iShares Select Dividend ETF position peaked at $2.63M in Q3 2024.
  • 1,308 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.