DVY — iShares Select Dividend ETF (DVY)

Ownership history in Rede Wealth, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Rede Wealth, LLC reported a position in iShares Select Dividend ETF (DVY) (DVY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.32% (2025 Q3)
Avg. % of fund
4.32%
First filed
2025 Q3
Last filed
2025 Q3
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 38,710 — — 4.32% $5.5M $139.44
% of Fund (quarterly)    DVY price (monthly, adj. close)

Other funds also holding DVY

As of 2025 Q4 — sorted by position size

Northside Capital Management, LLC 3Y 7Y 8.02% CABANA LLC 3Y 7Y 7.21% Powell Investment Advisors, LLC 3Y 4.76% Ellis Investment Partners, LLC 3Y 7Y 4.69% Florin Court Capital LLP 3Y 7Y 4.11% Eagle Bay Advisors LLC 3Y 3.99% Sankala Group LLC 3.81% SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 3Y 3.45% REDMONT WEALTH ADVISORS LLC 3Y 3.02% Gallagher Capital Advisors, LLC 2.9%
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