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PSI Advisors’s iShares Select Dividend ETF DVY Stock Holding History

PSI 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
2024
Q4 		– Sell
-103
Closed -$13.9K – 892
2024
Q3 		$13.9K Buy
103
+1
+1% +$129 ﹤0.01% 486
2024
Q2 		$12.3K Buy
102
+1
+1% +$121 ﹤0.01% 478
2024
Q1 		$12.4K Buy
+101
New +$11.8K ﹤0.01% 452
2022
Q3 		– Sell
-150
Closed -$18K – 779
2022
Q2 		$18K Hold
150
– – 0.01% 365
2022
Q1 		$19K Hold
150
– – 0.01% 374
2021
Q4 		$18K Hold
150
– – 0.01% 410
2021
Q3 		$17K Buy
+150
New +$17.5K 0.01% 406
2020
Q1 		– Sell
-550
Closed -$58K – 231
2019
Q4 		$58K Buy
+550
New +$56.7K 0.04% 249

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PSI Advisors's DVY Position: Q4 2024 in Review

PSI Advisors sold out of iShares Select Dividend ETF (DVY) in Q4 2024, closing a stake of 103 shares — an estimated $13.9K sold.

PSI Advisors first reported a position in DVY in Q4 2019 and held it in 8 quarters. The position peaked at $58K in Q4 2019. 1,328 funds tracked by Wall St. Rank hold DVY as of Q4 2024.

  • PSI Advisors reported no remaining iShares Select Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • PSI Advisors sold 103 iShares Select Dividend ETF shares in Q4 2024, an estimated $13.9K.
  • PSI Advisors first reported a position in iShares Select Dividend ETF in Q4 2019 and held it in 8 quarters.
  • PSI Advisors's iShares Select Dividend ETF position peaked at $58K in Q4 2019.
  • 1,328 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2024.

Based on PSI Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.