Nicolet Advisory Services’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
Nicolet Advisory Services's DVY Position: Q3 2025 in Review
Nicolet Advisory Services sold out of iShares Select Dividend ETF (DVY) in Q3 2025, closing a stake of 1,772 shares — an estimated $237K sold.
Nicolet Advisory Services first reported a position in DVY in Q1 2025 and held it in 2 quarters. The position peaked at $237K in Q2 2025. 1,305 funds tracked by Wall St. Rank hold DVY as of Q3 2025.
- Nicolet Advisory Services reported no remaining iShares Select Dividend ETF position as of Q3 2025 after selling out during the quarter.
- Nicolet Advisory Services sold 1,772 iShares Select Dividend ETF shares in Q3 2025, an estimated $237K.
- Nicolet Advisory Services first reported a position in iShares Select Dividend ETF in Q1 2025 and held it in 2 quarters.
- Nicolet Advisory Services's iShares Select Dividend ETF position peaked at $237K in Q2 2025.
- 1,305 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2025.
Based on Nicolet Advisory Services's 13F filing for Q3 2025, filed 13 Nov 2025.