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Financial Gravity Companies’s iShares Select Dividend ETF DVY Stock Holding History

Financial Gravity Companies’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
Q2 		$29.4K Buy
+221
New +$28.6K 0.01% 383
2024
Q4 		$29K Buy
+221
New +$30.1K 0.01% 383

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 $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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Gravity Companies's DVY Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares Select Dividend ETF (DVY) in Q2 2025: 221 shares worth $29.4K. The stake represents 0.01% of the portfolio and ranks #383 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in DVY as recently as Q4 2024.

Financial Gravity Companies first reported a position in DVY in Q4 2024 and has held it in 2 quarters since. 1,296 funds tracked by Wall St. Rank hold DVY as of Q2 2025.

  • Financial Gravity Companies held 221 shares of iShares Select Dividend ETF worth $29.4K as of Q2 2025.
  • iShares Select Dividend ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares Select Dividend ETF made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #383 holding.
  • Financial Gravity Companies first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 2 quarters since.
  • 1,296 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.