Westmount Partners’s iShares Select Dividend ETF DVY Stock Holding History

Westmount 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 Q4	–	Sell	-1,941	Closed	-$276K	–	248
2025 Q3	$276K	Sell	1,941 -357	-16%	-$49.4K	0.07%	201
2025 Q2	$305K	Sell	2,298 -62	-3%	-$8.03K	0.08%	192
2025 Q1	$317K	Sell	2,360 -354	-13%	-$47.5K	0.1%	176
2024 Q4	$356K	Sell	2,714 -304	-10%	-$41.4K	0.11%	147
2024 Q3	$408K	Sell	3,018 -210	-7%	-$27.1K	0.12%	138
2024 Q2	$388K	Buy	3,228 +63	+2%	+$7.65K	0.13%	133
2024 Q1	$390K	Sell	3,165 -88	-3%	-$10.3K	0.14%	136
2023 Q4	$381K	Sell	3,253 -141	-4%	-$15.5K	0.16%	132
2023 Q3	$365K	Sell	3,394 -50	-1%	-$5.69K	0.16%	135
2023 Q2	$390K	Hold	3,444	–	–	0.17%	122
2023 Q1	$404K	Hold	3,444	–	–	0.19%	113
2022 Q4	$415K	Buy	+3,444	New	+$407K	0.22%	108

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

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

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

Westmount Partners's DVY Position: Q4 2025 in Review

Westmount Partners sold out of iShares Select Dividend ETF (DVY) in Q4 2025, closing a stake of 1,941 shares — an estimated $276K sold.

Westmount Partners first reported a position in DVY in Q4 2022 and held it in 12 quarters. The position peaked at $415K in Q4 2022. 1,385 funds tracked by Wall St. Rank hold DVY as of Q4 2025.

Westmount Partners reported no remaining iShares Select Dividend ETF position as of Q4 2025 after selling out during the quarter.
Westmount Partners sold 1,941 iShares Select Dividend ETF shares in Q4 2025, an estimated $276K.
Westmount Partners first reported a position in iShares Select Dividend ETF in Q4 2022 and held it in 12 quarters.
Westmount Partners's iShares Select Dividend ETF position peaked at $415K in Q4 2022.
1,385 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2025.

Based on Westmount Partners's 13F filing for Q4 2025, filed 15 Jan 2026.