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Foster Dykema Cabot & Partners’s iShares Select Dividend ETF DVY Stock Holding History

Foster Dykema Cabot & Partners’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
Q4 		– Sell
-788
Closed -$112K – 357
2025
Q3 		$112K Buy
+788
New +$109K 0.01% 166

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
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 $1.56T AUM 27.86% 1-Year Est. Return

Foster Dykema Cabot & Partners's DVY Position: Q4 2025 in Review

Foster Dykema Cabot & Partners sold out of iShares Select Dividend ETF (DVY) in Q4 2025, closing a stake of 788 shares — an estimated $112K sold.

Foster Dykema Cabot & Partners first reported a position in DVY in Q3 2025 and held it in 1 quarter. The position peaked at $112K in Q3 2025. 1,384 funds tracked by Wall St. Rank hold DVY as of Q4 2025.

  • Foster Dykema Cabot & Partners reported no remaining iShares Select Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • Foster Dykema Cabot & Partners sold 788 iShares Select Dividend ETF shares in Q4 2025, an estimated $112K.
  • Foster Dykema Cabot & Partners first reported a position in iShares Select Dividend ETF in Q3 2025 and held it in 1 quarter.
  • Foster Dykema Cabot & Partners's iShares Select Dividend ETF position peaked at $112K in Q3 2025.
  • 1,384 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2025.

Based on Foster Dykema Cabot & Partners's 13F filing for Q4 2025, filed 12 Feb 2026.