Valley Wealth Managers’s iShares Select Dividend ETF DVY Stock Holding History

Valley Wealth Managers’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 Q3	–	Sell	-204	Closed	-$27.1K	–	315
2025 Q2	$27.1K	Sell	204 -203	-50%	-$26.3K	﹤0.01%	220
2025 Q1	$54.7K	Hold	407	–	–	﹤0.01%	204
2024 Q4	$53.4K	Hold	407	–	–	﹤0.01%	209
2024 Q3	$55K	Sell	407 -766	-65%	-$99K	﹤0.01%	213
2024 Q2	$142K	Hold	1,173	–	–	0.01%	194
2024 Q1	$144K	Hold	1,173	–	–	0.01%	191
2023 Q4	$137K	Hold	1,173	–	–	0.01%	190
2023 Q3	$126K	Hold	1,173	–	–	0.01%	194
2023 Q2	$133K	Hold	1,173	–	–	0.01%	174
2023 Q1	$137K	Hold	1,173	–	–	0.01%	178
2022 Q4	$141K	Hold	1,173	–	–	0.01%	182
2022 Q3	$126K	Hold	1,173	–	–	0.01%	197
2022 Q2	$138K	Buy	+1,173	New	+$147K	0.01%	207
2020 Q1	–	Sell	-2,288	Closed	-$242K	–	172
2019 Q4	$242K	Hold	2,288	–	–	0.02%	172
2019 Q3	$233K	Hold	2,288	–	–	0.02%	178
2019 Q2	$228K	Hold	2,288	–	–	0.02%	182
2019 Q1	$225K	Buy	+2,288	New	+$219K	0.02%	190
2014 Q3	–	Sell	-13,892	Closed	-$1.07M	–	104
2014 Q2	$1.07M	Buy	+13,892	New	+$1.04M	0.2%	57

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Valley Wealth Managers's DVY Position: Q3 2025 in Review

Valley Wealth Managers sold out of iShares Select Dividend ETF (DVY) in Q3 2025, closing a stake of 204 shares — an estimated $27.1K sold.

Valley Wealth Managers first reported a position in DVY in Q2 2014 and held it in 18 quarters. The position peaked at $1.07M in Q2 2014. 1,314 funds tracked by Wall St. Rank hold DVY as of Q3 2025.

Valley Wealth Managers reported no remaining iShares Select Dividend ETF position as of Q3 2025 after selling out during the quarter.
Valley Wealth Managers sold 204 iShares Select Dividend ETF shares in Q3 2025, an estimated $27.1K.
Valley Wealth Managers first reported a position in iShares Select Dividend ETF in Q2 2014 and held it in 18 quarters.
Valley Wealth Managers's iShares Select Dividend ETF position peaked at $1.07M in Q2 2014.
1,314 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2025.

Based on Valley Wealth Managers's 13F filing for Q3 2025, filed 3 Nov 2025.