Yeomans Consulting Group’s iShares Select Dividend ETF DVY Stock Holding History

Yeomans Consulting Group’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	$2.15M	Buy	15,231 +270	+2%	+$38.1K	0.63%	30
2025 Q3	$2.13M	Sell	14,961 -1	-0%	-$138	0.74%	26
2025 Q2	$2.03M	Sell	14,962 -3,439	-19%	-$445K	0.84%	26
2025 Q1	$2.47M	Buy	18,401 +308	+2%	+$41.3K	0.96%	22
2024 Q4	$2.38M	Sell	18,093 -901	-5%	-$123K	0.89%	22
2024 Q3	$2.57M	Sell	18,994 -185	-1%	-$23.9K	0.96%	22
2024 Q2	$2.32M	Sell	19,179 -128	-0.7%	-$15.5K	0.9%	22
2024 Q1	$2.38M	Buy	19,307 +284	+1%	+$33.3K	1.04%	19
2023 Q4	$2.23M	Buy	+19,023	New	+$2.09M	1.11%	20

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Align Financial Hermantown, Minnesota $176M AUM

LPL Financial San Diego, California $377B AUM 19.32% 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

Yeomans Consulting Group's DVY Position: Q4 2025 in Review

Yeomans Consulting Group increased its iShares Select Dividend ETF (DVY) stake by 1.8% in Q4 2025, buying an estimated $38.1K and bringing the position to 15,231 shares worth $2.15M. The position accounts for 0.63% of the portfolio, ranked #30.

Yeomans Consulting Group first reported a position in DVY in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.57M in Q3 2024. 1,380 funds tracked by Wall St. Rank hold DVY as of Q4 2025.

Yeomans Consulting Group held 15,231 shares of iShares Select Dividend ETF worth $2.15M as of Q4 2025.
Yeomans Consulting Group bought 270 iShares Select Dividend ETF shares in Q4 2025, an estimated $38.1K.
iShares Select Dividend ETF made up 0.63% of Yeomans Consulting Group's portfolio in Q4 2025, its #30 holding.
Yeomans Consulting Group first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 9 quarters since.
Yeomans Consulting Group's iShares Select Dividend ETF position peaked at $2.57M in Q3 2024.
1,380 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.