BOLTON SECURITIES CORPORATION’s iShares Select Dividend ETF DVY Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q1	$2.95M	Buy	+21,944	New	+$2.94M	0.17%	154

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's DVY Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares Select Dividend ETF (DVY) in Q1 2025: 21,944 shares worth $2.95M. The stake represents 0.17% of the portfolio and ranks #154 among its holdings.

1,322 funds tracked by Wall St. Rank hold DVY as of Q1 2025.

BOLTON SECURITIES CORPORATION held 21,944 shares of iShares Select Dividend ETF worth $2.95M as of Q1 2025.
iShares Select Dividend ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
iShares Select Dividend ETF made up 0.17% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #154 holding.
1,322 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.