Integrity Financial’s iShares Select Dividend ETF DVY Stock Holding History

Integrity Financial’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 Q4	–	Sell	-1,050	Closed	-$142K	–	251
2024 Q3	$142K	Hold	1,050	–	–	0.08%	131
2024 Q2	$127K	Sell	1,050 -100	-9%	-$12.1K	0.08%	130
2024 Q1	$142K	Buy	1,150 +100	+10%	+$11.7K	0.1%	120
2023 Q4	$123K	Sell	1,050 -1,206	-53%	-$133K	0.09%	119
2023 Q3	$243K	Buy	2,256 +1,206	+115%	+$137K	0.18%	89
2023 Q2	$119K	Sell	1,050 -150	-13%	-$17.1K	0.09%	113
2023 Q1	$141K	Buy	1,200 +150	+14%	+$18.1K	0.11%	114
2022 Q4	$127K	Hold	1,050	–	–	0.12%	106
2022 Q3	$113K	Hold	1,050	–	–	0.12%	98
2022 Q2	$124K	Hold	1,050	–	–	0.12%	97
2022 Q1	$135K	Hold	1,050	–	–	0.11%	99
2021 Q4	$129K	Buy	+1,050	New	+$125K	0.1%	109

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

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

Integrity Financial's DVY Position: Q4 2024 in Review

Integrity Financial sold out of iShares Select Dividend ETF (DVY) in Q4 2024, closing a stake of 1,050 shares — an estimated $142K sold.

Integrity Financial first reported a position in DVY in Q4 2021 and held it in 12 quarters. The position peaked at $243K in Q3 2023. 1,328 funds tracked by Wall St. Rank hold DVY as of Q4 2024.

Integrity Financial reported no remaining iShares Select Dividend ETF position as of Q4 2024 after selling out during the quarter.
Integrity Financial sold 1,050 iShares Select Dividend ETF shares in Q4 2024, an estimated $142K.
Integrity Financial first reported a position in iShares Select Dividend ETF in Q4 2021 and held it in 12 quarters.
Integrity Financial's iShares Select Dividend ETF position peaked at $243K in Q3 2023.
1,328 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2024.

Based on Integrity Financial's 13F filing for Q4 2024, filed 13 Feb 2025.