Riggs Asset Management’s iShares Select Dividend ETF DVY Stock Holding History

Riggs Asset 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	-148	Closed	-$19.8K	–	931
2025 Q1	$19.8K	Buy	148 +1	+0.7%	+$134	0.01%	213
2024 Q4	$19.2K	Buy	147 +2	+1%	+$273	0.01%	208
2024 Q3	$19.6K	Buy	145 +2	+1%	+$259	0.01%	205
2024 Q2	$17.4K	Buy	143 +1	+0.7%	+$121	0.01%	204
2024 Q1	$17.5K	Buy	142 +5	+4%	+$586	0.01%	199
2023 Q4	$16.1K	Buy	137 +3	+2%	+$330	0.01%	204
2023 Q3	$14.4K	Hold	134	–	–	0.01%	213
2023 Q2	$15.2K	Buy	134 +1	+0.8%	+$114	0.01%	212
2023 Q1	$15.6K	Buy	+133	New	+$16.1K	0.01%	198

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Riggs Asset Management's DVY Position: Q2 2025 in Review

Riggs Asset Management sold out of iShares Select Dividend ETF (DVY) in Q2 2025, closing a stake of 148 shares — an estimated $19.8K sold.

Riggs Asset Management first reported a position in DVY in Q1 2023 and held it in 9 quarters. The position peaked at $19.8K in Q1 2025. 1,300 funds tracked by Wall St. Rank hold DVY as of Q2 2025.

Riggs Asset Management reported no remaining iShares Select Dividend ETF position as of Q2 2025 after selling out during the quarter.
Riggs Asset Management sold 148 iShares Select Dividend ETF shares in Q2 2025, an estimated $19.8K.
Riggs Asset Management first reported a position in iShares Select Dividend ETF in Q1 2023 and held it in 9 quarters.
Riggs Asset Management's iShares Select Dividend ETF position peaked at $19.8K in Q1 2025.
1,300 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2025.

Based on Riggs Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.