Semmax Financial Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Semmax Financial 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 Q2	$1.32K	Hold	10	–	–	﹤0.01%	363
2025 Q1	$1.25K	Hold	10	–	–	﹤0.01%	342
2024 Q4	$1.31K	Hold	10	–	–	﹤0.01%	301
2024 Q3	$1.34K	Hold	10	–	–	﹤0.01%	311
2024 Q2	$1.23K	Hold	10	–	–	﹤0.01%	346
2024 Q1	$1.2K	Hold	10	–	–	﹤0.01%	335
2023 Q4	$1.1K	Hold	10	–	–	﹤0.01%	338
2023 Q3	$1.02K	Buy	+10	New	+$1.14K	﹤0.01%	304
2022 Q4	$1K	Hold	10	–	–	﹤0.01%	248
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	232
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	233
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	257
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	240
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	231
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	229
2021 Q1	$1K	Hold	10	–	–	﹤0.01%	247
2020 Q4	$1K	Sell	10 -19	-66%	-$1.72K	﹤0.01%	221
2020 Q3	$2K	Hold	29	–	–	﹤0.01%	207
2020 Q2	$2K	Hold	29	–	–	﹤0.01%	224
2020 Q1	$2K	Hold	29	–	–	﹤0.01%	221
2019 Q4	$3K	Hold	29	–	–	﹤0.01%	237
2019 Q3	$3K	Sell	29 -4	-12%	-$399	﹤0.01%	234
2019 Q2	$3K	Sell	33 -422	-93%	-$41.6K	﹤0.01%	251
2019 Q1	$45K	Sell	455 -146	-24%	-$14K	0.03%	198
2018 Q4	$54K	Buy	+601	New	+$57.6K	0.04%	185

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

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

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

Semmax Financial Advisors's DVY Position: Q2 2025 in Review

Semmax Financial Advisors held its iShares Select Dividend ETF (DVY) position steady in Q2 2025 at 10 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Semmax Financial Advisors first reported a position in DVY in Q4 2018 and has held it in 25 quarters since. The position peaked at $54K in Q4 2018. 1,296 funds tracked by Wall St. Rank hold DVY as of Q2 2025.

Semmax Financial Advisors held 10 shares of iShares Select Dividend ETF worth $1.32K as of Q2 2025.
Semmax Financial Advisors left its iShares Select Dividend ETF share count unchanged in Q2 2025.
iShares Select Dividend ETF made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #363 holding.
Semmax Financial Advisors first reported a position in iShares Select Dividend ETF in Q4 2018 and has held it in 25 quarters since.
Semmax Financial Advisors's iShares Select Dividend ETF position peaked at $54K in Q4 2018.
1,296 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.