Hoey Investments’s iShares Select Dividend ETF DVY Stock Holding History

Hoey 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
2025 Q1	–	Sell	-411	Closed	-$54K	–	384
2024 Q4	$54K	Buy	411 +407	+10,175%	+$55.5K	0.01%	128
2024 Q3	$484	Hold	4	–	–	﹤0.01%	354
2024 Q2	$484	Hold	4	–	–	﹤0.01%	354
2024 Q1	$493	Hold	4	–	–	﹤0.01%	325
2023 Q4	$469	Hold	4	–	–	﹤0.01%	328
2023 Q3	$431	Hold	4	–	–	﹤0.01%	333
2023 Q2	$454	Hold	4	–	–	﹤0.01%	328
2023 Q1	$469	Hold	4	–	–	﹤0.01%	333
2022 Q4	$482	Hold	4	–	–	﹤0.01%	284
2022 Q3	$0	Hold	4	–	–	﹤0.01%	320
2022 Q2	$0	Hold	4	–	–	﹤0.01%	286
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	230
2021 Q4	$0	Hold	4	–	–	﹤0.01%	248
2021 Q3	$0	Hold	4	–	–	﹤0.01%	238
2021 Q2	$0	Hold	4	–	–	﹤0.01%	233
2021 Q1	$0	Hold	4	–	–	﹤0.01%	241
2020 Q4	$0	Hold	4	–	–	﹤0.01%	182
2020 Q3	$0	Hold	4	–	–	﹤0.01%	138
2020 Q2	$0	Buy	+4	New	+$320	﹤0.01%	138

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Hoey Investments's DVY Position: Q1 2025 in Review

Hoey Investments sold out of iShares Select Dividend ETF (DVY) in Q1 2025, closing a stake of 411 shares — an estimated $54K sold.

Hoey Investments first reported a position in DVY in Q2 2020 and held it in 19 quarters. The position peaked at $54K in Q4 2024. 1,313 funds tracked by Wall St. Rank hold DVY as of Q1 2025.

Hoey Investments reported no remaining iShares Select Dividend ETF position as of Q1 2025 after selling out during the quarter.
Hoey Investments sold 411 iShares Select Dividend ETF shares in Q1 2025, an estimated $54K.
Hoey Investments first reported a position in iShares Select Dividend ETF in Q2 2020 and held it in 19 quarters.
Hoey Investments's iShares Select Dividend ETF position peaked at $54K in Q4 2024.
1,313 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2025.

Based on Hoey Investments's 13F filing for Q1 2025, filed 16 Apr 2025.