IBEX Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

IBEX Wealth Advisors’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	-1,624	Closed	-$213K	–	145
2024 Q4	$213K	Buy	+1,624	New	+$221K	0.03%	197
2021 Q4	–	Sell	-730	Closed	-$84K	–	251
2021 Q3	$84K	Buy	+730	New	+$85.3K	0.02%	234
2019 Q3	–	Sell	-730	Closed	-$72K	–	151
2019 Q2	$72K	Buy	+730	New	+$72K	0.02%	185
2017 Q1	–	Sell	-990	Closed	-$88K	–	152
2016 Q4	$88K	Buy	+990	New	+$85.3K	0.04%	147

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

IBEX Wealth Advisors's DVY Position: Q1 2025 in Review

IBEX Wealth Advisors sold out of iShares Select Dividend ETF (DVY) in Q1 2025, closing a stake of 1,624 shares — an estimated $213K sold.

IBEX Wealth Advisors first reported a position in DVY in Q4 2016 and held it in 4 quarters. The position peaked at $213K in Q4 2024. 1,313 funds tracked by Wall St. Rank hold DVY as of Q1 2025.

IBEX Wealth Advisors reported no remaining iShares Select Dividend ETF position as of Q1 2025 after selling out during the quarter.
IBEX Wealth Advisors sold 1,624 iShares Select Dividend ETF shares in Q1 2025, an estimated $213K.
IBEX Wealth Advisors first reported a position in iShares Select Dividend ETF in Q4 2016 and held it in 4 quarters.
IBEX Wealth Advisors's iShares Select Dividend ETF position peaked at $213K in Q4 2024.
1,313 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2025.

Based on IBEX Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.