Paulson Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Paulson Wealth 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
2025 Q2	–	Sell	-1,611	Closed	-$216K	–	143
2025 Q1	$216K	Sell	1,611 -1,747	-52%	-$234K	0.06%	124
2024 Q4	$441K	Sell	3,358 -1,558	-32%	-$212K	0.12%	85
2024 Q3	$664K	Sell	4,916 -2,984	-38%	-$386K	0.18%	60
2024 Q2	$956K	Sell	7,900 -624	-7%	-$75.7K	0.28%	42
2024 Q1	$1.05M	Sell	8,524 -706	-8%	-$82.7K	0.31%	42
2023 Q4	$1.08M	Sell	9,230 -6,269	-40%	-$690K	0.35%	41
2023 Q3	$1.67M	Buy	15,499 +419	+3%	+$47.6K	0.58%	31
2023 Q2	$1.71M	Buy	+15,080	New	+$1.72M	0.58%	28

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Paulson Wealth Management's DVY Position: Q2 2025 in Review

Paulson Wealth Management sold out of iShares Select Dividend ETF (DVY) in Q2 2025, closing a stake of 1,611 shares — an estimated $216K sold.

Paulson Wealth Management first reported a position in DVY in Q2 2023 and held it in 8 quarters. The position peaked at $1.71M in Q2 2023. 1,296 funds tracked by Wall St. Rank hold DVY as of Q2 2025.

Paulson Wealth Management reported no remaining iShares Select Dividend ETF position as of Q2 2025 after selling out during the quarter.
Paulson Wealth Management sold 1,611 iShares Select Dividend ETF shares in Q2 2025, an estimated $216K.
Paulson Wealth Management first reported a position in iShares Select Dividend ETF in Q2 2023 and held it in 8 quarters.
Paulson Wealth Management's iShares Select Dividend ETF position peaked at $1.71M in Q2 2023.
1,296 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2025.

Based on Paulson Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.