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

Raleigh 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
2025 Q1	–	Sell	-10	Closed	-$1.36K	–	697
2024 Q4	$1.36K	Hold	10	–	–	﹤0.01%	869
2024 Q3	$1.39K	Hold	10	–	–	﹤0.01%	852
2024 Q2	$1.24K	Hold	10	–	–	﹤0.01%	829
2024 Q1	$1.26K	Hold	10	–	–	﹤0.01%	823
2023 Q4	$1.2K	Hold	10	–	–	﹤0.01%	916
2023 Q3	$1.1K	Hold	10	–	–	﹤0.01%	821
2023 Q2	$1.16K	Hold	10	–	–	﹤0.01%	755
2023 Q1	$1.19K	Hold	10	–	–	﹤0.01%	781
2022 Q4	$1.22K	Hold	10	–	–	﹤0.01%	704
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	725
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	570
2022 Q1	$1K	Buy	+10	New	+$1.25K	﹤0.01%	560

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Raleigh Capital Management's DVY Position: Q1 2025 in Review

Raleigh Capital Management sold out of iShares Select Dividend ETF (DVY) in Q1 2025, closing a stake of 10 shares — an estimated $1.36K sold.

Raleigh Capital Management first reported a position in DVY in Q1 2022 and held it in 12 quarters. The position peaked at $1.39K in Q3 2024. 1,313 funds tracked by Wall St. Rank hold DVY as of Q1 2025.

Raleigh Capital Management reported no remaining iShares Select Dividend ETF position as of Q1 2025 after selling out during the quarter.
Raleigh Capital Management sold 10 iShares Select Dividend ETF shares in Q1 2025, an estimated $1.36K.
Raleigh Capital Management first reported a position in iShares Select Dividend ETF in Q1 2022 and held it in 12 quarters.
Raleigh Capital Management's iShares Select Dividend ETF position peaked at $1.39K in Q3 2024.
1,313 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.