GI
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Gradient Investments’s iShares Select Dividend ETF DVY Stock Holding History

Gradient Investments’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
-493
Closed -$59.7K – 571
2024
Q2 		$59.7K Buy
493
+1
+0.2% +$121 ﹤0.01% 472
2024
Q1 		$60.7K Sell
492
-482
-49% -$56.4K ﹤0.01% 412
2023
Q4 		$114K Buy
974
+49
+5% +$5.39K ﹤0.01% 409
2023
Q3 		$99.5K Hold
925
– – ﹤0.01% 393
2023
Q2 		$105K Sell
925
-205
-18% -$23.4K ﹤0.01% 398
2023
Q1 		$132K Buy
1,130
+78
+7% +$9.44K ﹤0.01% 334
2022
Q4 		$127K Buy
1,052
+121
+13% +$14.3K ﹤0.01% 351
2022
Q3 		$100K Sell
931
-35
-4% -$4.2K ﹤0.01% 370
2022
Q2 		$114K Buy
966
+55
+6% +$6.88K ﹤0.01% 359
2022
Q1 		$117K Buy
911
+2
+0.2% +$250 ﹤0.01% 350
2021
Q4 		$111K Buy
909
+3
+0.3% +$358 ﹤0.01% 352
2021
Q3 		$104K Buy
906
+1
+0.1% +$117 ﹤0.01% 359
2021
Q2 		$105K Buy
905
+269
+42% +$32K ﹤0.01% 359
2021
Q1 		$73K Buy
636
+4
+0.6% +$423 ﹤0.01% 413
2020
Q4 		$52K Hold
632
– – ﹤0.01% 398
2020
Q3 		$52K Buy
632
+3
+0.5% +$250 ﹤0.01% 401
2020
Q2 		$51K Sell
629
-221
-26% -$17.7K ﹤0.01% 383
2020
Q1 		$62K Buy
850
+320
+60% +$30.6K ﹤0.01% 325
2019
Q4 		$56K Buy
530
+229
+76% +$23.6K ﹤0.01% 378
2019
Q3 		$31K Buy
301
+1
+0.3% +$100 ﹤0.01% 456
2019
Q2 		$30K Sell
300
-137
-31% -$13.5K ﹤0.01% 450
2019
Q1 		$43K Buy
437
+2
+0.5% +$192 ﹤0.01% 353
2018
Q4 		$39K Sell
435
-3,676
-89% -$352K ﹤0.01% 369
2018
Q3 		$102K Buy
4,111
+3,009
+273% +$302K 0.01% 281
2018
Q2 		$108K Sell
1,102
-924
-46% -$89.7K 0.01% 264
2018
Q1 		$193K Buy
2,026
+1,203
+146% +$117K 0.01% 232
2017
Q4 		$81K Buy
+823
New +$79.2K ﹤0.01% 298
2017
Q3 		– Sell
-857
Closed -$79K – 353
2017
Q2 		$79K Sell
857
-12
-1% -$1.1K 0.01% 271
2017
Q1 		$79K Sell
869
-450
-34% -$40.7K 0.01% 279
2016
Q4 		$117K Buy
1,319
+500
+61% +$43.1K 0.01% 206
2016
Q3 		$70K Sell
819
-299
-27% -$25.8K 0.01% 236
2016
Q2 		$95K Sell
1,118
-270
-19% -$22.2K 0.01% 215
2016
Q1 		$113K Sell
1,388
-90
-6% -$6.87K 0.01% 205
2015
Q4 		$111K Buy
1,478
+14
+1% +$1.06K 0.01% 203
2015
Q3 		$107K Sell
1,464
-125
-8% -$9.34K 0.02% 192
2015
Q2 		$119K Buy
1,589
+430
+37% +$33.6K 0.02% 192
2015
Q1 		$90K Sell
1,159
-59
-5% -$4.67K 0.01% 200
2014
Q4 		$97K Buy
1,218
+59
+5% +$4.56K 0.02% 193
2014
Q3 		$86K Hold
1,159
– – 0.02% 181
2014
Q2 		$89K Buy
1,159
+490
+73% +$36.6K 0.02% 185
2014
Q1 		$49K Buy
669
+150
+29% +$10.6K 0.01% 205
2013
Q4 		$37K Sell
519
-28
-5% -$1.95K 0.01% 252
2013
Q3 		$36K Buy
547
+41
+8% +$2.73K 0.01% 192
2013
Q2 		$32K Buy
+506
New +$32.7K 0.01% 200

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

Gradient Investments's DVY Position: Q3 2024 in Review

Gradient Investments sold out of iShares Select Dividend ETF (DVY) in Q3 2024, closing a stake of 493 shares — an estimated $59.7K sold.

Gradient Investments first reported a position in DVY in Q2 2013 and held it in 44 quarters. The position peaked at $193K in Q1 2018. 1,254 funds tracked by Wall St. Rank hold DVY as of Q3 2024.

  • Gradient Investments reported no remaining iShares Select Dividend ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 493 iShares Select Dividend ETF shares in Q3 2024, an estimated $59.7K.
  • Gradient Investments first reported a position in iShares Select Dividend ETF in Q2 2013 and held it in 44 quarters.
  • Gradient Investments's iShares Select Dividend ETF position peaked at $193K in Q1 2018.
  • 1,254 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.