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Octavia Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Octavia Wealth Advisors’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 		– Sell
-1,445
Closed -$205K – 259
2025
Q3 		$205K Sell
1,445
-95
-6% -$13.2K 0.02% 244
2025
Q2 		$205K Sell
1,540
-150
-9% -$19.4K 0.02% 222
2025
Q1 		$227K Hold
1,690
– – 0.03% 206
2024
Q4 		$222K Hold
1,690
– – 0.03% 207
2024
Q3 		$228K Hold
1,690
– – 0.03% 200
2024
Q2 		$204K Buy
+1,690
New +$205K 0.03% 207

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Octavia Wealth Advisors's DVY Position: Q4 2025 in Review

Octavia Wealth Advisors sold out of iShares Select Dividend ETF (DVY) in Q4 2025, closing a stake of 1,445 shares — an estimated $205K sold.

Octavia Wealth Advisors first reported a position in DVY in Q2 2024 and held it in 6 quarters. The position peaked at $228K in Q3 2024. 1,389 funds tracked by Wall St. Rank hold DVY as of Q4 2025.

  • Octavia Wealth Advisors reported no remaining iShares Select Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • Octavia Wealth Advisors sold 1,445 iShares Select Dividend ETF shares in Q4 2025, an estimated $205K.
  • Octavia Wealth Advisors first reported a position in iShares Select Dividend ETF in Q2 2024 and held it in 6 quarters.
  • Octavia Wealth Advisors's iShares Select Dividend ETF position peaked at $228K in Q3 2024.
  • 1,389 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2025.

Based on Octavia Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.