Moloney Securities Asset Management’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,079
| Closed | -$279K | – | 505 |
|
|
2025
Q1 | $279K | Buy |
+2,079
| New | +$279K | 0.04% | 363 |
|
|
2024
Q4 | – | Sell |
-2,060
| Closed | -$278K | – | 481 |
|
|
2024
Q3 | $278K | Buy |
2,060
+1
| +0% | +$129 | 0.04% | 376 |
|
|
2024
Q2 | $249K | Buy |
2,059
+2
| +0.1% | +$243 | 0.04% | 384 |
|
|
2024
Q1 | $253K | Buy |
2,057
+1
| +0% | +$117 | 0.04% | 369 |
|
|
2023
Q4 | $241K | Sell |
2,056
-14
| -0.7% | -$1.54K | 0.04% | 371 |
|
|
2023
Q3 | $223K | Buy |
2,070
+59
| +3% | +$6.71K | 0.04% | 363 |
|
|
2023
Q2 | $228K | Sell |
2,011
-74
| -4% | -$8.43K | 0.04% | 358 |
|
|
2023
Q1 | $244K | Sell |
2,085
-93
| -4% | -$11.2K | 0.05% | 355 |
|
|
2022
Q4 | $263K | Sell |
2,178
-79
| -4% | -$9.35K | 0.06% | 312 |
|
|
2022
Q3 | $242K | Buy |
2,257
+1
| +0% | +$120 | 0.06% | 304 |
|
|
2022
Q2 | $265K | Sell |
2,256
-19
| -0.8% | -$2.38K | 0.06% | 288 |
|
|
2022
Q1 | $291K | Buy |
2,275
+1
| +0% | +$125 | 0.06% | 306 |
|
|
2021
Q4 | $279K | Sell |
2,274
-189
| -8% | -$22.5K | 0.05% | 338 |
|
|
2021
Q3 | $283K | Sell |
2,463
-193
| -7% | -$22.6K | 0.05% | 332 |
|
|
2021
Q2 | $310K | Sell |
2,656
-134
| -5% | -$15.9K | 0.06% | 313 |
|
|
2021
Q1 | $318K | Sell |
2,790
-243
| -8% | -$25.7K | 0.06% | 300 |
|
|
2020
Q4 | $292K | Sell |
3,033
-2,129
| -41% | -$193K | 0.06% | 285 |
|
|
2020
Q3 | $421K | Sell |
5,162
-526
| -9% | -$43.9K | 0.11% | 200 |
|
|
2020
Q2 | $459K | Buy |
5,688
+1,779
| +46% | +$142K | 0.13% | 163 |
|
|
2020
Q1 | $287K | Sell |
3,909
-945
| -19% | -$90.3K | 0.1% | 198 |
|
|
2019
Q4 | $513K | Buy |
4,854
+21
| +0.4% | +$2.16K | 0.16% | 162 |
|
|
2019
Q3 | $493K | Sell |
4,833
-38
| -0.8% | -$3.79K | 0.16% | 155 |
|
|
2019
Q2 | $485K | Sell |
4,871
-10
| -0.2% | -$987 | 0.16% | 154 |
|
|
2019
Q1 | $479K | Sell |
4,881
-231
| -5% | -$22.1K | 0.17% | 159 |
|
|
2018
Q4 | $457K | Buy |
5,112
+614
| +14% | +$58.8K | 0.19% | 149 |
|
|
2018
Q3 | $449K | Buy |
4,498
+206
| +5% | +$20.7K | 0.16% | 162 |
|
|
2018
Q2 | $420K | Buy |
4,292
+150
| +4% | +$14.6K | 0.16% | 169 |
|
|
2018
Q1 | $394K | Sell |
4,142
-483
| -10% | -$47.2K | 0.16% | 163 |
|
|
2017
Q4 | $456K | Buy |
4,625
+381
| +9% | +$36.7K | 0.19% | 147 |
|
|
2017
Q3 | $397K | Sell |
4,244
-850
| -17% | -$78.6K | 0.18% | 152 |
|
|
2017
Q2 | $470K | Sell |
5,094
-14
| -0.3% | -$1.29K | 0.23% | 137 |
|
|
2017
Q1 | $465K | Buy |
5,108
+1,614
| +46% | +$146K | 0.24% | 134 |
|
|
2016
Q4 | $309K | Buy |
+3,494
| New | +$301K | 0.19% | 150 |
|
Other funds holding DVY
Moloney Securities Asset Management's DVY Position: Q2 2025 in Review
Moloney Securities Asset Management sold out of iShares Select Dividend ETF (DVY) in Q2 2025, closing a stake of 2,079 shares — an estimated $279K sold.
Moloney Securities Asset Management first reported a position in DVY in Q4 2016 and held it in 33 quarters. The position peaked at $513K in Q4 2019. 1,296 funds tracked by Wall St. Rank hold DVY as of Q2 2025.
- Moloney Securities Asset Management reported no remaining iShares Select Dividend ETF position as of Q2 2025 after selling out during the quarter.
- Moloney Securities Asset Management sold 2,079 iShares Select Dividend ETF shares in Q2 2025, an estimated $279K.
- Moloney Securities Asset Management first reported a position in iShares Select Dividend ETF in Q4 2016 and held it in 33 quarters.
- Moloney Securities Asset Management's iShares Select Dividend ETF position peaked at $513K in Q4 2019.
- 1,296 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2025.
Based on Moloney Securities Asset Management's 13F filing for Q2 2025, filed 31 Jul 2025.