Garde Capital’s iShares Select Dividend ETF DVY Stock Holding History

Garde Capital’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	-570	Closed	-$75.7K	–	408
2025 Q2	$75.7K	Hold	570	–	–	﹤0.01%	311
2025 Q1	$76.5K	Buy	+570	New	+$76.4K	﹤0.01%	300
2018 Q1	–	Sell	-3,040	Closed	-$300K	–	170
2017 Q4	$300K	Buy	+3,040	New	+$293K	0.06%	135
2017 Q1	–	Sell	-3,133	Closed	-$277K	–	111
2016 Q4	$277K	Buy	+3,133	New	+$270K	0.08%	89
2016 Q1	–	Sell	-8,702	Closed	-$654K	–	113
2015 Q4	$654K	Buy	+8,702	New	+$662K	0.23%	51

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 $544B AUM 28.31% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Garde Capital's DVY Position: Q3 2025 in Review

Garde Capital sold out of iShares Select Dividend ETF (DVY) in Q3 2025, closing a stake of 570 shares — an estimated $75.7K sold.

Garde Capital first reported a position in DVY in Q4 2015 and held it in 5 quarters. The position peaked at $654K in Q4 2015. 1,305 funds tracked by Wall St. Rank hold DVY as of Q3 2025.

Garde Capital reported no remaining iShares Select Dividend ETF position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 570 iShares Select Dividend ETF shares in Q3 2025, an estimated $75.7K.
Garde Capital first reported a position in iShares Select Dividend ETF in Q4 2015 and held it in 5 quarters.
Garde Capital's iShares Select Dividend ETF position peaked at $654K in Q4 2015.
1,305 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.