Matthew Hamilton Rosenberg’s iShares Select Dividend ETF DVY Stock Holding History

Matthew Hamilton Rosenberg’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	–	Sell	-500	Closed	-$67.1K	–	837
2025 Q1	$67.1K	Hold	500	–	–	0.02%	375
2024 Q4	$65.6K	Hold	500	–	–	0.02%	379
2024 Q3	$67.5K	Hold	500	–	–	0.02%	379
2024 Q2	$60.2K	Hold	500	–	–	0.02%	387
2024 Q1	$61.2K	Hold	500	–	–	0.02%	395
2023 Q4	$58.6K	Hold	500	–	–	0.02%	400
2023 Q3	$53.8K	Hold	500	–	–	0.02%	403
2023 Q2	$56.6K	Sell	500 -75	-13%	-$8.54K	0.02%	405
2023 Q1	$67.4K	Hold	575	–	–	0.02%	396
2022 Q4	$69.3K	Hold	575	–	–	0.02%	383
2022 Q3	$62K	Hold	575	–	–	0.02%	385
2022 Q2	$69K	Hold	575	–	–	0.03%	375
2022 Q1	$74K	Hold	575	–	–	0.03%	369
2021 Q4	$70K	Buy	575 +500	+667%	+$59.6K	0.02%	363
2021 Q3	$9K	Buy	+75	New	+$8.77K	﹤0.01%	584

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

Matthew Hamilton Rosenberg's DVY Position: Q2 2025 in Review

Matthew Hamilton Rosenberg sold out of iShares Select Dividend ETF (DVY) in Q2 2025, closing a stake of 500 shares — an estimated $67.1K sold.

Matthew Hamilton Rosenberg first reported a position in DVY in Q3 2021 and held it in 15 quarters. The position peaked at $74K in Q1 2022. 1,296 funds tracked by Wall St. Rank hold DVY as of Q2 2025.

Matthew Hamilton Rosenberg reported no remaining iShares Select Dividend ETF position as of Q2 2025 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 500 iShares Select Dividend ETF shares in Q2 2025, an estimated $67.1K.
Matthew Hamilton Rosenberg first reported a position in iShares Select Dividend ETF in Q3 2021 and held it in 15 quarters.
Matthew Hamilton Rosenberg's iShares Select Dividend ETF position peaked at $74K in Q1 2022.
1,296 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2025.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2025, filed 28 Jul 2025.