Santori & Peters Inc’s iShares Select Dividend ETF DVY Stock Holding History

Santori & Peters Inc’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	-1,535	Closed	-$202K	–	66
2024 Q4	$202K	Buy	1,535 +15	+1%	+$2.04K	0.08%	66
2024 Q3	$205K	Buy	+1,520	New	+$197K	0.08%	64
2019 Q2	–	Sell	-2,217	Closed	-$217K	–	75
2019 Q1	$217K	Buy	+2,217	New	+$212K	0.18%	47
2018 Q4	–	Sell	-2,179	Closed	-$217K	–	78
2018 Q3	$217K	Hold	2,179	–	–	0.17%	46
2018 Q2	$212K	Sell	2,179 -249	-10%	-$24.2K	0.19%	45
2018 Q1	$230K	Hold	2,428	–	–	0.21%	46
2017 Q4	$228K	Buy	+2,428	New	+$234K	0.21%	45

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

Santori & Peters Inc's DVY Position: Q1 2025 in Review

Santori & Peters Inc sold out of iShares Select Dividend ETF (DVY) in Q1 2025, closing a stake of 1,535 shares — an estimated $202K sold.

Santori & Peters Inc first reported a position in DVY in Q4 2017 and held it in 7 quarters. The position peaked at $230K in Q1 2018. 1,313 funds tracked by Wall St. Rank hold DVY as of Q1 2025.

Santori & Peters Inc reported no remaining iShares Select Dividend ETF position as of Q1 2025 after selling out during the quarter.
Santori & Peters Inc sold 1,535 iShares Select Dividend ETF shares in Q1 2025, an estimated $202K.
Santori & Peters Inc first reported a position in iShares Select Dividend ETF in Q4 2017 and held it in 7 quarters.
Santori & Peters Inc's iShares Select Dividend ETF position peaked at $230K in Q1 2018.
1,313 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2025.

Based on Santori & Peters Inc's 13F filing for Q1 2025, filed 24 Apr 2025.