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

Voisard Asset Management Group’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
2024
Q4 		– Sell
-50
Closed -$6.75K – 238
2024
Q3 		$6.75K Sell
50
-5
-9% -$646 ﹤0.01% 324
2024
Q2 		$6.65K Buy
55
+5
+10% +$607 ﹤0.01% 278
2024
Q1 		$6.16K Hold
50
– – ﹤0.01% 261
2023
Q4 		$5.86K Buy
+50
New +$5.5K ﹤0.01% 269

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Voisard Asset Management Group's DVY Position: Q4 2024 in Review

Voisard Asset Management Group sold out of iShares Select Dividend ETF (DVY) in Q4 2024, closing a stake of 50 shares — an estimated $6.75K sold.

Voisard Asset Management Group first reported a position in DVY in Q4 2023 and held it in 4 quarters. The position peaked at $6.75K in Q3 2024. 1,328 funds tracked by Wall St. Rank hold DVY as of Q4 2024.

  • Voisard Asset Management Group reported no remaining iShares Select Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 50 iShares Select Dividend ETF shares in Q4 2024, an estimated $6.75K.
  • Voisard Asset Management Group first reported a position in iShares Select Dividend ETF in Q4 2023 and held it in 4 quarters.
  • Voisard Asset Management Group's iShares Select Dividend ETF position peaked at $6.75K in Q3 2024.
  • 1,328 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.