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Wealth Advisors of Tampa Bay’s iShares Select Dividend ETF DVY Stock Holding History

Wealth Advisors of Tampa Bay’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 		– Sell
-545
Closed -$73.2K – 105
2025
Q1 		$73.2K Buy
+545
New +$73.1K 0.03% 118

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 $202B AUM 37.79% 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 $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Advisors of Tampa Bay's DVY Position: Q2 2025 in Review

Wealth Advisors of Tampa Bay sold out of iShares Select Dividend ETF (DVY) in Q2 2025, closing a stake of 545 shares — an estimated $73.2K sold.

Wealth Advisors of Tampa Bay first reported a position in DVY in Q1 2025 and held it in 1 quarter. The position peaked at $73.2K in Q1 2025. 1,298 funds tracked by Wall St. Rank hold DVY as of Q2 2025.

  • Wealth Advisors of Tampa Bay reported no remaining iShares Select Dividend ETF position as of Q2 2025 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 545 iShares Select Dividend ETF shares in Q2 2025, an estimated $73.2K.
  • Wealth Advisors of Tampa Bay first reported a position in iShares Select Dividend ETF in Q1 2025 and held it in 1 quarter.
  • Wealth Advisors of Tampa Bay's iShares Select Dividend ETF position peaked at $73.2K in Q1 2025.
  • 1,298 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2025.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2025, filed 14 Aug 2025.