Sheaff Brock Investment Advisors’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $564K | Sell |
4,203
-350
| -8% | -$46.9K | 0.05% | 241 |
|
|
2024
Q4 | $598K | Sell |
4,553
-617
| -12% | -$84.1K | 0.05% | 235 |
|
|
2024
Q3 | $698K | Buy |
5,170
+202
| +4% | +$26.1K | 0.06% | 215 |
|
|
2024
Q2 | $601K | Sell |
4,968
-391
| -7% | -$47.5K | 0.06% | 225 |
|
|
2024
Q1 | $660K | Sell |
5,359
-1,200
| -18% | -$141K | 0.04% | 252 |
|
|
2023
Q4 | $769K | Buy |
6,559
+1,201
| +22% | +$132K | 0.06% | 210 |
|
|
2023
Q3 | $577K | Hold |
5,358
| – | – | 0.05% | 230 |
|
|
2023
Q2 | $607K | Sell |
5,358
-44,329
| -89% | -$5.05M | 0.05% | 230 |
|
|
2023
Q1 | $5.82M | Sell |
49,687
-99,385
| -67% | -$12M | 0.54% | 47 |
|
|
2022
Q4 | $18M | Buy |
149,072
+141,623
| +1,901% | +$16.8M | 1.77% | 5 |
|
|
2022
Q3 | $799K | Buy |
7,449
+81
| +1% | +$9.71K | 0.09% | 181 |
|
|
2022
Q2 | $867K | Buy |
7,368
+180
| +3% | +$22.5K | 0.07% | 180 |
|
|
2022
Q1 | $921K | Buy |
7,188
+1,341
| +23% | +$168K | 0.06% | 191 |
|
|
2021
Q4 | $716K | Hold |
5,847
| – | – | 0.05% | 225 |
|
|
2021
Q3 | $670K | Hold |
5,847
| – | – | 0.05% | 218 |
|
|
2021
Q2 | $682K | Hold |
5,847
| – | – | 0.05% | 214 |
|
|
2021
Q1 | $668K | Buy |
5,847
+1
| +0% | +$106 | 0.05% | 208 |
|
|
2020
Q4 | $562K | Hold |
5,846
| – | – | 0.05% | 217 |
|
|
2020
Q3 | $477K | Sell |
5,846
-1,398
| -19% | -$117K | 0.04% | 220 |
|
|
2020
Q2 | $585K | Buy |
7,244
+591
| +9% | +$47.2K | 0.06% | 204 |
|
|
2020
Q1 | $489K | Hold |
6,653
| – | – | 0.06% | 195 |
|
|
2019
Q4 | $703K | Sell |
6,653
-836
| -11% | -$86.1K | 0.07% | 194 |
|
|
2019
Q3 | $763K | Buy |
7,489
+8
| +0.1% | +$798 | 0.08% | 177 |
|
|
2019
Q2 | $745K | Buy |
7,481
+7
| +0.1% | +$691 | 0.08% | 184 |
|
|
2019
Q1 | $734K | Buy |
7,474
+8
| +0.1% | +$766 | 0.09% | 194 |
|
|
2018
Q4 | $667K | Buy |
7,466
+13
| +0.2% | +$1.25K | 0.1% | 180 |
|
|
2018
Q3 | $743K | Buy |
7,453
+7
| +0.1% | +$702 | 0.07% | 197 |
|
|
2018
Q2 | $728K | Sell |
7,446
-702
| -9% | -$68.1K | 0.07% | 197 |
|
|
2018
Q1 | $775K | Sell |
8,148
-938
| -10% | -$91.6K | 0.08% | 187 |
|
|
2017
Q4 | $895K | Sell |
9,086
-130
| -1% | -$12.5K | 0.12% | 170 |
|
|
2017
Q3 | $863K | Buy |
9,216
+48
| +0.5% | +$4.44K | 0.11% | 174 |
|
|
2017
Q2 | $845K | Sell |
9,168
-682
| -7% | -$62.7K | 0.11% | 189 |
|
|
2017
Q1 | $897K | Sell |
9,850
-1,895
| -16% | -$172K | 0.12% | 169 |
|
|
2016
Q4 | $1.04M | Sell |
11,745
-267
| -2% | -$23K | 0.13% | 148 |
|
|
2016
Q3 | $1.03M | Buy |
12,012
+117
| +1% | +$10.1K | 0.14% | 147 |
|
|
2016
Q2 | $1.01M | Buy |
11,895
+232
| +2% | +$19.1K | 0.13% | 164 |
|
|
2016
Q1 | $952K | Buy |
11,663
+646
| +6% | +$49.3K | 0.12% | 173 |
|
|
2015
Q4 | $828K | Buy |
+11,017
| New | +$838K | 0.09% | 215 |
|
Other funds holding DVY
Sheaff Brock Investment Advisors's DVY Position: Q1 2025 in Review
Sheaff Brock Investment Advisors reduced its iShares Select Dividend ETF (DVY) stake by 7.7% in Q1 2025, selling an estimated $46.9K and leaving 4,203 shares worth $564K. The position accounts for 0.05% of the portfolio, ranked #241.
Sheaff Brock Investment Advisors first reported a position in DVY in Q4 2015 and has held it in 38 quarters since. The position peaked at $18M in Q4 2022. 1,313 funds tracked by Wall St. Rank hold DVY as of Q1 2025.
- Sheaff Brock Investment Advisors held 4,203 shares of iShares Select Dividend ETF worth $564K as of Q1 2025.
- Sheaff Brock Investment Advisors sold 350 iShares Select Dividend ETF shares in Q1 2025, an estimated $46.9K.
- iShares Select Dividend ETF made up 0.05% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #241 holding.
- Sheaff Brock Investment Advisors first reported a position in iShares Select Dividend ETF in Q4 2015 and has held it in 38 quarters since.
- Sheaff Brock Investment Advisors's iShares Select Dividend ETF position peaked at $18M in Q4 2022.
- 1,313 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2025.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.