Tucker Asset Management’s iShares Select Dividend ETF DVY Stock Holding History

Tucker Asset Management’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	$229K	Hold	1,621	–	–	0.07%	97
2025 Q3	$230K	Buy	1,621 +1,519	+1,489%	+$210K	0.07%	99
2025 Q2	$13.5K	Hold	102	–	–	﹤0.01%	206
2025 Q1	$13.7K	Hold	102	–	–	﹤0.01%	218
2024 Q4	$13.4K	Hold	102	–	–	﹤0.01%	666
2024 Q3	$13.8K	Buy	102 +52	+104%	+$6.72K	﹤0.01%	625
2024 Q2	$6.05K	Hold	50	–	–	﹤0.01%	990
2024 Q1	$6.16K	Hold	50	–	–	﹤0.01%	1006
2023 Q4	$5.86K	Hold	50	–	–	﹤0.01%	846
2023 Q3	$5.38K	Hold	50	–	–	﹤0.01%	807
2023 Q2	$5.67K	Hold	50	–	–	﹤0.01%	651
2023 Q1	$5.86K	Buy	+50	New	+$6.05K	﹤0.01%	664

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tucker Asset Management's DVY Position: Q4 2025 in Review

Tucker Asset Management held its iShares Select Dividend ETF (DVY) position steady in Q4 2025 at 1,621 shares worth $229K. The position accounts for 0.07% of the portfolio, ranked #97.

Tucker Asset Management first reported a position in DVY in Q1 2023 and has held it in 12 quarters since. The position peaked at $230K in Q3 2025. 1,380 funds tracked by Wall St. Rank hold DVY as of Q4 2025.

Tucker Asset Management held 1,621 shares of iShares Select Dividend ETF worth $229K as of Q4 2025.
Tucker Asset Management left its iShares Select Dividend ETF share count unchanged in Q4 2025.
iShares Select Dividend ETF made up 0.07% of Tucker Asset Management's portfolio in Q4 2025, its #97 holding.
Tucker Asset Management first reported a position in iShares Select Dividend ETF in Q1 2023 and has held it in 12 quarters since.
Tucker Asset Management's iShares Select Dividend ETF position peaked at $230K in Q3 2025.
1,380 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.