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Watts Gwilliam & Co’s iShares Select Dividend ETF DVY Stock Holding History

Watts Gwilliam & Co’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 		$1.64M Buy
11,559
+42
+0.4% +$5.82K 0.27% 69
2025
Q2 		$1.62M Sell
11,517
-1,504
-12% -$195K 0.27% 70
2025
Q1 		$1.75M Buy
13,021
+1,170
+10% +$157K 0.38% 56
2024
Q4 		$1.55M Sell
11,851
-79
-0.7% -$10.8K 0.33% 61
2024
Q3 		$1.58M Buy
+11,930
New +$1.54M 0.35% 59
2024
Q1 		$1.36M Buy
+10,861
New +$1.27M 0.42% 52

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Watts Gwilliam & Co's DVY Position: Q3 2025 in Review

Watts Gwilliam & Co increased its iShares Select Dividend ETF (DVY) stake by 0.36% in Q3 2025, buying an estimated $5.82K and bringing the position to 11,559 shares worth $1.64M. The position accounts for 0.27% of the portfolio, ranked #69.

Watts Gwilliam & Co first reported a position in DVY in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.75M in Q1 2025. 1,305 funds tracked by Wall St. Rank hold DVY as of Q3 2025.

  • Watts Gwilliam & Co held 11,559 shares of iShares Select Dividend ETF worth $1.64M as of Q3 2025.
  • Watts Gwilliam & Co bought 42 iShares Select Dividend ETF shares in Q3 2025, an estimated $5.82K.
  • iShares Select Dividend ETF made up 0.27% of Watts Gwilliam & Co's portfolio in Q3 2025, its #69 holding.
  • Watts Gwilliam & Co first reported a position in iShares Select Dividend ETF in Q1 2024 and has held it in 6 quarters since.
  • Watts Gwilliam & Co's iShares Select Dividend ETF position peaked at $1.75M in Q1 2025.
  • 1,305 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.