Schechter Investment Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Schechter Investment 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
2025 Q1	$323K	Hold	2,403	–	–	0.03%	458
2024 Q4	$316K	Hold	2,403	–	–	0.02%	482
2024 Q3	$325K	Hold	2,403	–	–	0.02%	483
2024 Q2	$291K	Hold	2,403	–	–	0.02%	480
2024 Q1	$296K	Hold	2,403	–	–	0.02%	501
2023 Q4	$282K	Sell	2,403 -65	-3%	-$7.15K	0.02%	475
2023 Q3	$266K	Hold	2,468	–	–	0.03%	478
2023 Q2	$280K	Buy	2,468 +4	+0.2%	+$456	0.03%	502
2023 Q1	$289K	Buy	+2,464	New	+$298K	0.03%	529

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

Schechter Investment Advisors's DVY Position: Q1 2025 in Review

Schechter Investment Advisors held its iShares Select Dividend ETF (DVY) position steady in Q1 2025 at 2,403 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #458.

Schechter Investment Advisors first reported a position in DVY in Q1 2023 and has held it in 9 quarters since. The position peaked at $325K in Q3 2024. 1,313 funds tracked by Wall St. Rank hold DVY as of Q1 2025.

Schechter Investment Advisors held 2,403 shares of iShares Select Dividend ETF worth $323K as of Q1 2025.
Schechter Investment Advisors left its iShares Select Dividend ETF share count unchanged in Q1 2025.
iShares Select Dividend ETF made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #458 holding.
Schechter Investment Advisors first reported a position in iShares Select Dividend ETF in Q1 2023 and has held it in 9 quarters since.
Schechter Investment Advisors's iShares Select Dividend ETF position peaked at $325K in Q3 2024.
1,313 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.