Objective Capital Management’s iShares Select Dividend ETF DVY Stock Holding History

Objective Capital Management’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
2024 Q4	–	Sell	-1,500	Closed	-$203K	–	143
2024 Q3	$203K	Buy	+1,500	New	+$194K	0.12%	144
2024 Q1	$217K	Hold	1,760	–	–	0.15%	130
2023 Q4	$206K	Buy	+1,760	New	+$194K	0.16%	119
2023 Q2	–	Sell	-1,760	Closed	-$206K	–	101
2023 Q1	$206K	Hold	1,760	–	–	0.19%	93
2022 Q4	$212K	Buy	+1,760	New	+$208K	0.21%	88
2022 Q3	–	Sell	-1,760	Closed	-$207K	–	90
2022 Q2	$207K	Buy	1,760 +100	+6%	+$12.5K	0.21%	91
2022 Q1	$213K	Hold	1,660	–	–	0.16%	105
2021 Q4	$203K	Buy	+1,660	New	+$198K	0.14%	118

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

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

Objective Capital Management's DVY Position: Q4 2024 in Review

Objective Capital Management sold out of iShares Select Dividend ETF (DVY) in Q4 2024, closing a stake of 1,500 shares — an estimated $203K sold.

Objective Capital Management first reported a position in DVY in Q4 2021 and held it in 8 quarters. The position peaked at $217K in Q1 2024. 1,328 funds tracked by Wall St. Rank hold DVY as of Q4 2024.

Objective Capital Management reported no remaining iShares Select Dividend ETF position as of Q4 2024 after selling out during the quarter.
Objective Capital Management sold 1,500 iShares Select Dividend ETF shares in Q4 2024, an estimated $203K.
Objective Capital Management first reported a position in iShares Select Dividend ETF in Q4 2021 and held it in 8 quarters.
Objective Capital Management's iShares Select Dividend ETF position peaked at $217K in Q1 2024.
1,328 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2024.

Based on Objective Capital Management's 13F filing for Q4 2024, filed 18 Mar 2025.