New Millennium Group’s iShares Select Dividend ETF DVY Stock Holding History

New Millennium Group’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 Q4	$1.98K	Sell	14 -2	-13%	-$283	﹤0.01%	298
2025 Q3	$2.27K	Hold	16	–	–	﹤0.01%	308
2025 Q2	$2.13K	Hold	16	–	–	﹤0.01%	313
2025 Q1	$2.15K	Hold	16	–	–	﹤0.01%	331
2024 Q4	$2.1K	Hold	16	–	–	﹤0.01%	376
2024 Q3	$2.16K	Sell	16 -1	-6%	-$129	﹤0.01%	297
2024 Q2	$2.06K	Buy	+17	New	+$2.06K	﹤0.01%	297
2024 Q1	–	Sell	-18	Closed	-$2.11K	–	157
2023 Q4	$2.11K	Sell	18 -1	-5%	-$110	﹤0.01%	317
2023 Q3	$2.04K	Sell	19 -4	-17%	-$455	﹤0.01%	286
2023 Q2	$2.61K	Sell	23 -1	-4%	-$114	﹤0.01%	265
2023 Q1	$2.82K	Sell	24 -2	-8%	-$242	﹤0.01%	279
2022 Q4	$3.14K	Hold	26	–	–	﹤0.01%	272
2022 Q3	$3K	Hold	26	–	–	﹤0.01%	259
2022 Q2	$3K	Buy	+26	New	+$3.25K	﹤0.01%	266

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

New Millennium Group's DVY Position: Q4 2025 in Review

New Millennium Group reduced its iShares Select Dividend ETF (DVY) stake by 13% in Q4 2025, selling an estimated $283 and leaving 14 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

New Millennium Group first reported a position in DVY in Q2 2022 and has held it in 14 quarters since. The position peaked at $3.14K in Q4 2022. 1,380 funds tracked by Wall St. Rank hold DVY as of Q4 2025.

New Millennium Group held 14 shares of iShares Select Dividend ETF worth $1.98K as of Q4 2025.
New Millennium Group sold 2 iShares Select Dividend ETF shares in Q4 2025, an estimated $283.
iShares Select Dividend ETF made up ﹤0.01% of New Millennium Group's portfolio in Q4 2025, its #298 holding.
New Millennium Group first reported a position in iShares Select Dividend ETF in Q2 2022 and has held it in 14 quarters since.
New Millennium Group's iShares Select Dividend ETF position peaked at $3.14K in Q4 2022.
1,380 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.