J.W. Coons Advisors’s iShares Select Dividend ETF DVY Stock Holding History

J.W. Coons 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 Q2	$464K	Hold	3,492	–	–	0.1%	161
2025 Q1	$469K	Hold	3,492	–	–	0.12%	153
2024 Q4	$458K	Hold	3,492	–	–	0.12%	154
2024 Q3	$472K	Hold	3,492	–	–	0.12%	159
2024 Q2	$422K	Hold	3,492	–	–	0.1%	158
2024 Q1	$430K	Hold	3,492	–	–	0.1%	165
2023 Q4	$409K	Hold	3,492	–	–	0.11%	156
2023 Q3	$376K	Hold	3,492	–	–	0.11%	160
2023 Q2	$396K	Hold	3,492	–	–	0.11%	164
2023 Q1	$409K	Hold	3,492	–	–	0.12%	159
2022 Q4	$421K	Buy	+3,492	New	+$413K	0.13%	153
2022 Q3	–	Sell	-3,492	Closed	-$410K	–	214
2022 Q2	$410K	Hold	3,492	–	–	0.14%	158
2022 Q1	$446K	Buy	+3,492	New	+$436K	0.13%	159

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

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

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

J.W. Coons Advisors's DVY Position: Q2 2025 in Review

J.W. Coons Advisors held its iShares Select Dividend ETF (DVY) position steady in Q2 2025 at 3,492 shares worth $464K. The position accounts for 0.1% of the portfolio, ranked #161.

J.W. Coons Advisors first reported a position in DVY in Q1 2022 and has held it in 13 quarters since. The position peaked at $472K in Q3 2024. 1,296 funds tracked by Wall St. Rank hold DVY as of Q2 2025.

J.W. Coons Advisors held 3,492 shares of iShares Select Dividend ETF worth $464K as of Q2 2025.
J.W. Coons Advisors left its iShares Select Dividend ETF share count unchanged in Q2 2025.
iShares Select Dividend ETF made up 0.1% of J.W. Coons Advisors's portfolio in Q2 2025, its #161 holding.
J.W. Coons Advisors first reported a position in iShares Select Dividend ETF in Q1 2022 and has held it in 13 quarters since.
J.W. Coons Advisors's iShares Select Dividend ETF position peaked at $472K in Q3 2024.
1,296 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.