Steel Grove Capital Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Steel Grove Capital 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	–	Sell	-3,220	Closed	-$423K	–	175
2024 Q4	$423K	Sell	3,220 -2,319	-42%	-$316K	0.06%	122
2024 Q3	$746K	Sell	5,539 -255	-4%	-$33K	0.1%	95
2024 Q2	$701K	Sell	5,794 -3,434	-37%	-$417K	0.1%	97
2024 Q1	$1.14M	Sell	9,228 -3,583	-28%	-$420K	0.15%	82
2023 Q4	$1.5M	Sell	12,811 -6,913	-35%	-$761K	0.2%	67
2023 Q3	$2.12M	Sell	19,724 -9,834	-33%	-$1.12M	0.28%	44
2023 Q2	$3.35M	Sell	29,558 -1,921	-6%	-$219K	0.42%	32
2023 Q1	$3.69M	Sell	31,479 -4,796	-13%	-$580K	0.49%	25
2022 Q4	$4.37M	Buy	+36,275	New	+$4.29M	0.62%	24

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

Steel Grove Capital Advisors's DVY Position: Q1 2025 in Review

Steel Grove Capital Advisors sold out of iShares Select Dividend ETF (DVY) in Q1 2025, closing a stake of 3,220 shares — an estimated $423K sold.

Steel Grove Capital Advisors first reported a position in DVY in Q4 2022 and held it in 9 quarters. The position peaked at $4.37M in Q4 2022. 1,314 funds tracked by Wall St. Rank hold DVY as of Q1 2025.

Steel Grove Capital Advisors reported no remaining iShares Select Dividend ETF position as of Q1 2025 after selling out during the quarter.
Steel Grove Capital Advisors sold 3,220 iShares Select Dividend ETF shares in Q1 2025, an estimated $423K.
Steel Grove Capital Advisors first reported a position in iShares Select Dividend ETF in Q4 2022 and held it in 9 quarters.
Steel Grove Capital Advisors's iShares Select Dividend ETF position peaked at $4.37M in Q4 2022.
1,314 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2025.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.