FRA
DVY icon

Front Row Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Front Row Advisors’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
Q3 		– Sell
-1,149
Closed -$139K – 604
2024
Q2 		$139K Sell
1,149
-34
-3% -$4.13K 0.05% 168
2024
Q1 		$146K Buy
+1,183
New +$139K 0.05% 149
2023
Q4 		– Sell
-1,183
Closed -$127K – 573
2023
Q3 		$127K Hold
1,183
– – 0.06% 153
2023
Q2 		$134K Hold
1,183
– – 0.06% 156
2023
Q1 		$139K Hold
1,183
– – 0.07% 155
2022
Q4 		$143K Sell
1,183
-100
-8% -$11.8K 0.07% 151
2022
Q3 		$138K Hold
1,283
– – 0.07% 156
2022
Q2 		$151K Hold
1,283
– – 0.07% 151
2022
Q1 		$164K Hold
1,283
– – 0.07% 156
2021
Q4 		$157K Hold
1,283
– – 0.06% 160
2021
Q3 		$147K Hold
1,283
– – 0.06% 167
2021
Q2 		$150K Sell
1,283
-12
-0.9% -$1.43K 0.06% 164
2021
Q1 		$148K Hold
1,295
– – 0.07% 158
2020
Q4 		$125K Hold
1,295
– – 0.06% 162
2020
Q3 		$124K Hold
1,295
– – 0.07% 161
2020
Q2 		$105K Hold
1,295
– – 0.07% 159
2020
Q1 		$104K Buy
1,295
+383
+42% +$36.6K 0.07% 150
2019
Q4 		$96K Hold
912
– – 0.06% 150
2019
Q3 		$93K Sell
912
-426
-32% -$42.5K 0.07% 152
2019
Q2 		$133K Sell
1,338
-272
-17% -$26.8K 0.1% 129
2019
Q1 		$158K Buy
1,610
+15
+0.9% +$1.44K 0.12% 117
2018
Q4 		$142K Hold
1,595
– – 0.12% 117
2018
Q3 		$152 Hold
1,595
– – 0.11% 119
2018
Q2 		$157 Sell
1,595
-202
-11% -$19.6K 0.1% 126
2018
Q1 		$171K Sell
1,797
-68
-4% -$6.64K 0.12% 120
2017
Q4 		$184K Buy
+1,865
New +$179K 0.15% 113

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Front Row Advisors's DVY Position: Q3 2024 in Review

Front Row Advisors sold out of iShares Select Dividend ETF (DVY) in Q3 2024, closing a stake of 1,149 shares — an estimated $139K sold.

Front Row Advisors first reported a position in DVY in Q4 2017 and held it in 26 quarters. The position peaked at $184K in Q4 2017. 1,254 funds tracked by Wall St. Rank hold DVY as of Q3 2024.

  • Front Row Advisors reported no remaining iShares Select Dividend ETF position as of Q3 2024 after selling out during the quarter.
  • Front Row Advisors sold 1,149 iShares Select Dividend ETF shares in Q3 2024, an estimated $139K.
  • Front Row Advisors first reported a position in iShares Select Dividend ETF in Q4 2017 and held it in 26 quarters.
  • Front Row Advisors's iShares Select Dividend ETF position peaked at $184K in Q4 2017.
  • 1,254 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2024.

Based on Front Row Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.