Gitterman Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Gitterman Wealth 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	$203K	Hold	1,431	–	–	0.05%	125
2025 Q2	$190K	Buy	+1,431	New	+$185K	0.04%	157
2025 Q1	–	Sell	-1,643	Closed	-$216K	–	142
2024 Q4	$216K	Buy	+1,643	New	+$224K	0.09%	106
2023 Q3	–	Sell	-1,984	Closed	-$225K	–	90
2023 Q2	$225K	Sell	1,984 -250	-11%	-$28.5K	0.1%	67
2023 Q1	$262K	Sell	2,234 -436	-16%	-$52.7K	0.12%	44
2022 Q4	$322K	Hold	2,670	–	–	0.16%	33
2022 Q3	$287K	Hold	2,670	–	–	0.3%	38
2022 Q2	$315K	Hold	2,670	–	–	0.29%	41
2022 Q1	$342K	Sell	2,670 -213	-7%	-$26.6K	0.28%	43
2021 Q4	$353K	Buy	2,883 +213	+8%	+$25.4K	0.26%	50
2021 Q3	$306K	Hold	2,670	–	–	0.25%	43
2021 Q2	$311K	Hold	2,670	–	–	0.25%	40
2021 Q1	$305K	Buy	+2,670	New	+$282K	0.2%	41

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

Gitterman Wealth Management's DVY Position: Q3 2025 in Review

Gitterman Wealth Management held its iShares Select Dividend ETF (DVY) position steady in Q3 2025 at 1,431 shares worth $203K. The position accounts for 0.05% of the portfolio, ranked #125.

Gitterman Wealth Management first reported a position in DVY in Q1 2021 and has held it in 13 quarters since. The position peaked at $353K in Q4 2021. 1,305 funds tracked by Wall St. Rank hold DVY as of Q3 2025.

Gitterman Wealth Management held 1,431 shares of iShares Select Dividend ETF worth $203K as of Q3 2025.
Gitterman Wealth Management left its iShares Select Dividend ETF share count unchanged in Q3 2025.
iShares Select Dividend ETF made up 0.05% of Gitterman Wealth Management's portfolio in Q3 2025, its #125 holding.
Gitterman Wealth Management first reported a position in iShares Select Dividend ETF in Q1 2021 and has held it in 13 quarters since.
Gitterman Wealth Management's iShares Select Dividend ETF position peaked at $353K in Q4 2021.
1,305 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.