IFA
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Interactive Financial Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Interactive Financial 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
2024
Q4 		– Sell
-1,662
Closed -$224K – 87
2024
Q3 		$224K Sell
1,662
-236
-12% -$30.5K 0.12% 85
2024
Q2 		$230K Buy
1,898
+6
+0.3% +$728 0.13% 84
2024
Q1 		$233K Sell
1,892
-5,705
-75% -$668K 0.13% 82
2023
Q4 		$409K Buy
7,597
+5,380
+243% +$592K 0.22% 62
2023
Q3 		$239K Sell
2,217
-387
-15% -$44K 0.16% 79
2023
Q2 		$295K Sell
2,604
-169
-6% -$19.3K 0.2% 72
2023
Q1 		$325K Sell
2,773
-140
-5% -$16.9K 0.21% 63
2022
Q4 		$351K Buy
2,913
+66
+2% +$7.81K 0.21% 69
2022
Q3 		$305K Sell
2,847
-56
-2% -$6.71K 0.18% 72
2022
Q2 		$342K Buy
2,903
+1,370
+89% +$171K 0.17% 59
2022
Q1 		$196K Buy
1,533
+12
+0.8% +$1.5K 0.09% 85
2021
Q4 		$186K Sell
1,521
-2
-0.1% -$238 0.07% 87
2021
Q3 		$175K Sell
1,523
-572
-27% -$66.9K 0.08% 85
2021
Q2 		$244K Sell
2,095
-1,347
-39% -$160K 0.1% 81
2021
Q1 		$393K Sell
3,442
-613
-15% -$64.8K 0.16% 62
2020
Q4 		$390K Buy
4,055
+125
+3% +$11.3K 0.18% 57
2020
Q3 		$320K Buy
3,930
+39
+1% +$3.25K 0.16% 55
2020
Q2 		$314K Buy
3,891
+2,757
+243% +$220K 0.15% 52
2020
Q1 		$83K Sell
1,134
-1,558
-58% -$149K 0.07% 58
2019
Q4 		$284K Sell
2,692
-102
-4% -$10.5K 0.13% 67
2019
Q3 		$285K Buy
2,794
+63
+2% +$6.28K 0.13% 61
2019
Q2 		$272K Sell
2,731
-6
-0.2% -$592 0.12% 67
2019
Q1 		$269K Sell
2,737
-108
-4% -$10.3K 0.13% 56
2018
Q4 		$254K Sell
2,845
-864
-23% -$82.8K 0.13% 50
2018
Q3 		$370K Sell
3,709
-47
-1% -$4.71K 0.18% 53
2018
Q2 		$367K Sell
3,756
-252
-6% -$24.5K 0.17% 53
2018
Q1 		$381K Buy
4,008
+397
+11% +$38.8K 0.18% 51
2017
Q4 		$356K Buy
3,611
+315
+10% +$30.3K 0.16% 56
2017
Q3 		$309K Buy
3,296
+194
+6% +$17.9K 0.14% 53
2017
Q2 		$286K Sell
3,102
-308
-9% -$28.3K 0.13% 56
2017
Q1 		$311K Buy
3,410
+412
+14% +$37.3K 0.15% 56
2016
Q4 		$266K Buy
2,998
+1,263
+73% +$109K 0.13% 56
2016
Q3 		$149K Buy
1,735
+287
+20% +$24.8K 0.07% 61
2016
Q2 		$123K Hold
1,448
– – 0.06% 57
2016
Q1 		$118K Hold
1,448
– – 0.07% 55
2015
Q4 		$109K Hold
1,448
– – 0.06% 48
2015
Q3 		$105K Hold
1,448
– – 0.06% 50
2015
Q2 		$109K Hold
1,448
– – 0.06% 57
2015
Q1 		$113K Hold
1,448
– – 0.06% 56
2014
Q4 		$115K Buy
1,448
+48
+3% +$3.71K 0.06% 51
2014
Q3 		$103K Buy
1,400
+5
+0.4% +$377 0.06% 54
2014
Q2 		$107K Sell
1,395
-41
-3% -$3.06K 0.06% 49
2014
Q1 		$105K Buy
1,436
+1
+0.1% +$71 0.06% 49
2013
Q4 		$102K Sell
1,435
-366
-20% -$25.5K 0.06% 45
2013
Q3 		$119K Hold
1,801
– – 0.07% 44
2013
Q2 		$115K Buy
+1,801
New +$117K 0.08% 36

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Interactive Financial Advisors's DVY Position: Q4 2024 in Review

Interactive Financial Advisors sold out of iShares Select Dividend ETF (DVY) in Q4 2024, closing a stake of 1,662 shares — an estimated $224K sold.

Interactive Financial Advisors first reported a position in DVY in Q2 2013 and held it in 46 quarters. The position peaked at $409K in Q4 2023. 1,331 funds tracked by Wall St. Rank hold DVY as of Q4 2024.

  • Interactive Financial Advisors reported no remaining iShares Select Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Interactive Financial Advisors sold 1,662 iShares Select Dividend ETF shares in Q4 2024, an estimated $224K.
  • Interactive Financial Advisors first reported a position in iShares Select Dividend ETF in Q2 2013 and held it in 46 quarters.
  • Interactive Financial Advisors's iShares Select Dividend ETF position peaked at $409K in Q4 2023.
  • 1,331 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2024.

Based on Interactive Financial Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.