West Coast Financial’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,152
| Closed | -$289K | – | 39 |
|
|
2025
Q1 | $289K | Sell |
2,152
-45
| -2% | -$6.03K | 0.03% | 141 |
|
|
2024
Q4 | $288K | Sell |
2,197
-59
| -3% | -$8.04K | 0.03% | 140 |
|
|
2024
Q3 | $305K | Sell |
2,256
-200
| -8% | -$25.9K | 0.03% | 140 |
|
|
2024
Q2 | $297K | Hold |
2,456
| – | – | 0.04% | 136 |
|
|
2024
Q1 | $303K | Sell |
2,456
-215
| -8% | -$25.2K | 0.04% | 131 |
|
|
2023
Q4 | $313K | Hold |
2,671
| – | – | 0.04% | 121 |
|
|
2023
Q3 | $288K | Sell |
2,671
-200
| -7% | -$22.7K | 0.04% | 119 |
|
|
2023
Q2 | $325K | Sell |
2,871
-296
| -9% | -$33.7K | 0.05% | 116 |
|
|
2023
Q1 | $371K | Sell |
3,167
-240
| -7% | -$29K | 0.06% | 103 |
|
|
2022
Q4 | $411K | Sell |
3,407
-100
| -3% | -$11.8K | 0.07% | 94 |
|
|
2022
Q3 | $376K | Hold |
3,507
| – | – | 0.07% | 90 |
|
|
2022
Q2 | $413K | Hold |
3,507
| – | – | 0.07% | 87 |
|
|
2022
Q1 | $449K | Sell |
3,507
-41
| -1% | -$5.12K | 0.07% | 88 |
|
|
2021
Q4 | $435K | Sell |
3,548
-100
| -3% | -$11.9K | 0.06% | 96 |
|
|
2021
Q3 | $418K | Sell |
3,648
-85
| -2% | -$9.94K | 0.07% | 98 |
|
|
2021
Q2 | $435K | Buy |
3,733
+234
| +7% | +$27.8K | 0.07% | 96 |
|
|
2021
Q1 | $399K | Hold |
3,499
| – | – | 0.07% | 91 |
|
|
2020
Q4 | $337K | Sell |
3,499
-1,685
| -33% | -$153K | 0.06% | 91 |
|
|
2020
Q3 | $423K | Buy |
5,184
+1,385
| +36% | +$116K | 0.1% | 83 |
|
|
2020
Q2 | $307K | Hold |
3,799
| – | – | 0.07% | 89 |
|
|
2020
Q1 | $279K | Sell |
3,799
-326
| -8% | -$31.2K | 0.07% | 86 |
|
|
2019
Q4 | $436K | Sell |
4,125
-361
| -8% | -$37.2K | 0.09% | 83 |
|
|
2019
Q3 | $457K | Sell |
4,486
-350
| -7% | -$34.9K | 0.1% | 84 |
|
|
2019
Q2 | $481K | Sell |
4,836
-600
| -11% | -$59.2K | 0.11% | 82 |
|
|
2019
Q1 | $534K | Sell |
5,436
-90
| -2% | -$8.62K | 0.13% | 78 |
|
|
2018
Q4 | $494K | Sell |
5,526
-2,561
| -32% | -$245K | 0.14% | 76 |
|
|
2018
Q3 | $807K | Buy |
8,087
+1,946
| +32% | +$195K | 0.19% | 81 |
|
|
2018
Q2 | $600K | Sell |
6,141
-435
| -7% | -$42.2K | 0.17% | 71 |
|
|
2018
Q1 | $626K | Sell |
6,576
-850
| -11% | -$83K | 0.18% | 70 |
|
|
2017
Q4 | $732K | Sell |
7,426
-983
| -12% | -$94.6K | 0.21% | 70 |
|
|
2017
Q3 | $787K | Sell |
8,409
-306
| -4% | -$28.3K | 0.21% | 75 |
|
|
2017
Q2 | $804K | Sell |
8,715
-941
| -10% | -$86.5K | 0.26% | 64 |
|
|
2017
Q1 | $880K | Sell |
9,656
-529
| -5% | -$47.9K | 0.28% | 68 |
|
|
2016
Q4 | $902K | Sell |
10,185
-770
| -7% | -$66.3K | 0.29% | 69 |
|
|
2016
Q3 | $939K | Buy |
+10,955
| New | +$946K | 0.3% | 74 |
|
Other funds holding DVY
West Coast Financial's DVY Position: Q2 2025 in Review
West Coast Financial sold out of iShares Select Dividend ETF (DVY) in Q2 2025, closing a stake of 2,152 shares — an estimated $289K sold.
West Coast Financial first reported a position in DVY in Q3 2016 and held it in 35 quarters. The position peaked at $939K in Q3 2016. 1,298 funds tracked by Wall St. Rank hold DVY as of Q2 2025.
- West Coast Financial reported no remaining iShares Select Dividend ETF position as of Q2 2025 after selling out during the quarter.
- West Coast Financial sold 2,152 iShares Select Dividend ETF shares in Q2 2025, an estimated $289K.
- West Coast Financial first reported a position in iShares Select Dividend ETF in Q3 2016 and held it in 35 quarters.
- West Coast Financial's iShares Select Dividend ETF position peaked at $939K in Q3 2016.
- 1,298 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2025.
Based on West Coast Financial's 13F filing for Q2 2025.