Global Financial Private Client’s iShares Select Dividend ETF DVY Stock Holding History

Global Financial Private Client’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	–	Sell	-868	Closed	-$117K	–	607
2025 Q1	$117K	Hold	868	–	–	0.04%	251
2024 Q4	$114K	Hold	868	–	–	0.04%	251
2024 Q3	$117K	Hold	868	–	–	0.05%	241
2024 Q2	$105K	Hold	868	–	–	0.04%	228
2024 Q1	$106K	Hold	868	–	–	0.05%	226
2023 Q4	$102K	Hold	868	–	–	0.05%	225
2023 Q3	$91.3K	Hold	868	–	–	0.05%	223
2023 Q2	$99.2K	Hold	868	–	–	0.05%	220
2023 Q1	$102K	Hold	868	–	–	0.05%	207
2022 Q4	$105K	Hold	868	–	–	0.06%	192
2022 Q3	$95.6K	Hold	868	–	–	0.06%	200
2022 Q2	$103K	Hold	868	–	–	0.06%	185
2022 Q1	$112K	Hold	868	–	–	0.05%	179
2021 Q4	$106K	Buy	868 +418	+93%	+$49.8K	0.05%	194
2021 Q3	$52.3K	Hold	450	–	–	0.03%	243
2021 Q2	$52.9K	Hold	450	–	–	0.03%	245
2021 Q1	$51.7K	Hold	450	–	–	0.04%	201
2020 Q4	$43.3K	Hold	450	–	–	0.03%	206
2020 Q3	$36.6K	Hold	450	–	–	0.03%	212
2020 Q2	$36K	Hold	450	–	–	0.03%	242
2020 Q1	$31.4K	Hold	450	–	–	0.03%	261
2019 Q4	$47.5K	Buy	+450	New	+$46.4K	0.04%	248

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Global Financial Private Client's DVY Position: Q2 2025 in Review

Global Financial Private Client sold out of iShares Select Dividend ETF (DVY) in Q2 2025, closing a stake of 868 shares — an estimated $117K sold.

Global Financial Private Client first reported a position in DVY in Q4 2019 and held it in 22 quarters. The position peaked at $117K in Q3 2024. 1,296 funds tracked by Wall St. Rank hold DVY as of Q2 2025.

Global Financial Private Client reported no remaining iShares Select Dividend ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 868 iShares Select Dividend ETF shares in Q2 2025, an estimated $117K.
Global Financial Private Client first reported a position in iShares Select Dividend ETF in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's iShares Select Dividend ETF position peaked at $117K in Q3 2024.
1,296 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.