West Financial Advisors’s iShares Select Dividend ETF DVY Stock Holding History

West Financial Advisors’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	-273	Closed	-$36.9K	–	211
2024 Q3	$36.9K	Hold	273	–	–	0.01%	101
2024 Q2	$33K	Hold	273	–	–	0.01%	93
2024 Q1	$33.6K	Hold	273	–	–	0.01%	93
2023 Q4	$32K	Hold	273	–	–	0.01%	90
2023 Q3	$29.4K	Hold	273	–	–	0.01%	91
2023 Q2	$30.9K	Hold	273	–	–	0.01%	91
2023 Q1	$32K	Hold	273	–	–	0.01%	90
2022 Q4	$32.9K	Hold	273	–	–	0.01%	86
2022 Q3	$29K	Hold	273	–	–	0.01%	112
2022 Q2	$32K	Hold	273	–	–	0.01%	109
2022 Q1	$35K	Hold	273	–	–	0.01%	111
2021 Q4	$33K	Buy	+273	New	+$32.5K	0.01%	121

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

West Financial Advisors's DVY Position: Q4 2024 in Review

West Financial Advisors sold out of iShares Select Dividend ETF (DVY) in Q4 2024, closing a stake of 273 shares — an estimated $36.9K sold.

West Financial Advisors first reported a position in DVY in Q4 2021 and held it in 12 quarters. The position peaked at $36.9K in Q3 2024. 1,328 funds tracked by Wall St. Rank hold DVY as of Q4 2024.

West Financial Advisors reported no remaining iShares Select Dividend ETF position as of Q4 2024 after selling out during the quarter.
West Financial Advisors sold 273 iShares Select Dividend ETF shares in Q4 2024, an estimated $36.9K.
West Financial Advisors first reported a position in iShares Select Dividend ETF in Q4 2021 and held it in 12 quarters.
West Financial Advisors's iShares Select Dividend ETF position peaked at $36.9K in Q3 2024.
1,328 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2024.

Based on West Financial Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.