SM
DVY icon

Sensible Money’s iShares Select Dividend ETF DVY Stock Holding History

Sensible Money’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
Q4 		– Sell
-1,944
Closed -$276K – 88
2025
Q3 		$276K Sell
1,944
-96
-5% -$13.3K 0.09% 66
2025
Q2 		$271K Buy
2,040
+18
+0.9% +$2.33K 0.1% 67
2025
Q1 		$272K Buy
2,022
+15
+0.7% +$2.01K 0.12% 65
2024
Q4 		$264K Buy
2,007
+220
+12% +$30K 0.12% 66
2024
Q3 		$241K Buy
+1,787
New +$231K 0.11% 71

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sensible Money's DVY Position: Q4 2025 in Review

Sensible Money sold out of iShares Select Dividend ETF (DVY) in Q4 2025, closing a stake of 1,944 shares — an estimated $276K sold.

Sensible Money first reported a position in DVY in Q3 2024 and held it in 5 quarters. The position peaked at $276K in Q3 2025. 1,380 funds tracked by Wall St. Rank hold DVY as of Q4 2025.

  • Sensible Money reported no remaining iShares Select Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • Sensible Money sold 1,944 iShares Select Dividend ETF shares in Q4 2025, an estimated $276K.
  • Sensible Money first reported a position in iShares Select Dividend ETF in Q3 2024 and held it in 5 quarters.
  • Sensible Money's iShares Select Dividend ETF position peaked at $276K in Q3 2025.
  • 1,380 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2025.

Based on Sensible Money's 13F filing for Q4 2025, filed 9 Feb 2026.