Marcum Wealth’s iShares Select Dividend ETF DVY Stock Holding History

Marcum Wealth’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	$1.08M	Hold	8,062	–	–	0.09%	108
2024 Q4	$1.06M	Buy	+8,062	New	+$1.1M	0.09%	108
2022 Q4	–	Sell	-2,001	Closed	-$215K	–	384
2022 Q3	$215K	Sell	2,001 -253	-11%	-$30.3K	0.03%	292
2022 Q2	$265K	Hold	2,254	–	–	0.04%	254
2022 Q1	$289K	Sell	2,254 -3,073	-58%	-$384K	0.04%	248
2021 Q4	$653K	Buy	+5,327	New	+$635K	0.09%	143

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

Marcum Wealth's DVY Position: Q1 2025 in Review

Marcum Wealth held its iShares Select Dividend ETF (DVY) position steady in Q1 2025 at 8,062 shares worth $1.08M. The position accounts for 0.09% of the portfolio, ranked #108.

Marcum Wealth first reported a position in DVY in Q4 2021 and has held it in 6 quarters since. 1,314 funds tracked by Wall St. Rank hold DVY as of Q1 2025.

Marcum Wealth held 8,062 shares of iShares Select Dividend ETF worth $1.08M as of Q1 2025.
Marcum Wealth left its iShares Select Dividend ETF share count unchanged in Q1 2025.
iShares Select Dividend ETF made up 0.09% of Marcum Wealth's portfolio in Q1 2025, its #108 holding.
Marcum Wealth first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 6 quarters since.
1,314 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.