Optivise Advisory Services’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
Optivise Advisory Services's DVY Position: Q3 2025 in Review
Optivise Advisory Services sold out of iShares Select Dividend ETF (DVY) in Q3 2025, closing a stake of 6,430 shares — an estimated $854K sold.
Optivise Advisory Services first reported a position in DVY in Q2 2024 and held it in 5 quarters. The position peaked at $1.02M in Q3 2024. 1,308 funds tracked by Wall St. Rank hold DVY as of Q3 2025.
- Optivise Advisory Services reported no remaining iShares Select Dividend ETF position as of Q3 2025 after selling out during the quarter.
- Optivise Advisory Services sold 6,430 iShares Select Dividend ETF shares in Q3 2025, an estimated $854K.
- Optivise Advisory Services first reported a position in iShares Select Dividend ETF in Q2 2024 and held it in 5 quarters.
- Optivise Advisory Services's iShares Select Dividend ETF position peaked at $1.02M in Q3 2024.
- 1,308 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2025.
Based on Optivise Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.