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

Reynders McVeigh 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
2024 Q4	–	Sell	-1,569	Closed	-$212K	–	205
2024 Q3	$212K	Buy	+1,569	New	+$203K	0.01%	199
2022 Q2	–	Sell	-1,657	Closed	-$212K	–	225
2022 Q1	$212K	Hold	1,657	–	–	0.01%	218
2021 Q4	$203K	Buy	+1,657	New	+$198K	0.01%	234
2020 Q1	–	Sell	-2,306	Closed	-$244K	–	203
2019 Q4	$244K	Hold	2,306	–	–	0.02%	205
2019 Q3	$235K	Sell	2,306 -150	-6%	-$15K	0.03%	202
2019 Q2	$245K	Sell	2,456 -100	-4%	-$9.87K	0.03%	198
2019 Q1	$251K	Sell	2,556 -150	-6%	-$14.4K	0.03%	194
2018 Q4	$242K	Sell	2,706 -1,250	-32%	-$120K	0.03%	192
2018 Q3	$395K	Buy	3,956 +1,150	+41%	+$115K	0.05%	152
2018 Q2	$274K	Hold	2,806	–	–	0.03%	179
2018 Q1	$267K	Buy	2,806 +549	+24%	+$53.6K	0.03%	175
2017 Q4	$222K	Sell	2,257 -193	-8%	-$18.6K	0.03%	195
2017 Q3	$229K	Buy	+2,450	New	+$227K	0.03%	197

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

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

Reynders McVeigh Capital Management's DVY Position: Q4 2024 in Review

Reynders McVeigh Capital Management sold out of iShares Select Dividend ETF (DVY) in Q4 2024, closing a stake of 1,569 shares — an estimated $212K sold.

Reynders McVeigh Capital Management first reported a position in DVY in Q3 2017 and held it in 13 quarters. The position peaked at $395K in Q3 2018. 1,328 funds tracked by Wall St. Rank hold DVY as of Q4 2024.

Reynders McVeigh Capital Management reported no remaining iShares Select Dividend ETF position as of Q4 2024 after selling out during the quarter.
Reynders McVeigh Capital Management sold 1,569 iShares Select Dividend ETF shares in Q4 2024, an estimated $212K.
Reynders McVeigh Capital Management first reported a position in iShares Select Dividend ETF in Q3 2017 and held it in 13 quarters.
Reynders McVeigh Capital Management's iShares Select Dividend ETF position peaked at $395K in Q3 2018.
1,328 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2024.

Based on Reynders McVeigh Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.