Waypoint Wealth Partners’s iShares Select Dividend ETF DVY Stock Holding History

Waypoint Wealth Partners’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 Q2	$453K	Hold	3,410	–	–	0.11%	52
2025 Q1	$458K	Sell	3,410 -175	-5%	-$23.5K	0.13%	44
2024 Q4	$471K	Hold	3,585	–	–	0.13%	47
2024 Q3	$484K	Hold	3,585	–	–	0.13%	48
2024 Q2	$434K	Hold	3,585	–	–	0.13%	44
2024 Q1	$442K	Hold	3,585	–	–	0.13%	52
2023 Q4	$420K	Buy	+3,585	New	+$394K	0.13%	52

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 $202B AUM 37.79% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Waypoint Wealth Partners's DVY Position: Q2 2025 in Review

Waypoint Wealth Partners held its iShares Select Dividend ETF (DVY) position steady in Q2 2025 at 3,410 shares worth $453K. The position accounts for 0.11% of the portfolio, ranked #52.

Waypoint Wealth Partners first reported a position in DVY in Q4 2023 and has held it in 7 quarters since. The position peaked at $484K in Q3 2024. 1,298 funds tracked by Wall St. Rank hold DVY as of Q2 2025.

Waypoint Wealth Partners held 3,410 shares of iShares Select Dividend ETF worth $453K as of Q2 2025.
Waypoint Wealth Partners left its iShares Select Dividend ETF share count unchanged in Q2 2025.
iShares Select Dividend ETF made up 0.11% of Waypoint Wealth Partners's portfolio in Q2 2025, its #52 holding.
Waypoint Wealth Partners first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 7 quarters since.
Waypoint Wealth Partners's iShares Select Dividend ETF position peaked at $484K in Q3 2024.
1,298 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.