Aberdeen Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Aberdeen Wealth Management’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
2026 Q1	$2.18M	Hold	14,415	–	–	0.99%	21
2025 Q4	$2.03M	Sell	14,415 -755	-5%	-$107K	0.94%	20
2025 Q3	$2.16M	Hold	15,170	–	–	1.35%	18
2025 Q2	$2.01M	Hold	15,170	–	–	1.34%	17
2025 Q1	$2.04M	Hold	15,170	–	–	1.41%	16
2024 Q4	$1.99M	Sell	15,170 -1,901	-11%	-$259K	1.36%	15
2024 Q3	$2.31M	Sell	17,071 -75	-0.4%	-$9.7K	1.52%	14
2024 Q2	$2.07M	Sell	17,146 -132	-0.8%	-$16K	1.4%	15
2024 Q1	$2.13M	Hold	17,278	–	–	1.24%	18
2023 Q4	$2.03M	Sell	17,278 -2	-0%	-$220	1.47%	15
2023 Q3	$1.86M	Hold	17,280	–	–	1.4%	15
2023 Q2	$1.96M	Hold	17,280	–	–	1.41%	16
2023 Q1	$2.02M	Hold	17,280	–	–	1.51%	13
2022 Q4	$2.08M	Sell	17,280 -50	-0.3%	-$5.92K	1.57%	12
2022 Q3	$1.86M	Hold	17,330	–	–	1.64%	10
2022 Q2	$2.04M	Sell	17,330 -191	-1%	-$23.9K	1.62%	11
2022 Q1	$2.25M	Hold	17,521	–	–	1.53%	13
2021 Q4	$2.15M	Buy	+17,521	New	+$2.09M	1.4%	16
2021 Q2	–	Sell	-17,834	Closed	-$2.04M	–	127
2021 Q1	$2.04M	Hold	17,834	–	–	1.62%	11
2020 Q4	$1.72M	Hold	17,834	–	–	1.29%	21
2020 Q3	$1.45M	Buy	+17,834	New	+$1.49M	1.38%	20
2020 Q2	–	Sell	-17,884	Closed	-$1.31M	–	130
2020 Q1	$1.31M	Sell	17,884 -30	-0.2%	-$2.87K	1.6%	12
2019 Q4	$1.89M	Buy	+17,914	New	+$1.85M	1.41%	12

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Aberdeen Wealth Management's DVY Position: Q1 2026 in Review

Aberdeen Wealth Management held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 14,415 shares worth $2.18M. The position accounts for 0.99% of the portfolio, ranked #21.

Aberdeen Wealth Management first reported a position in DVY in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.31M in Q3 2024. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Aberdeen Wealth Management held 14,415 shares of iShares Select Dividend ETF worth $2.18M as of Q1 2026.
Aberdeen Wealth Management left its iShares Select Dividend ETF share count unchanged in Q1 2026.
iShares Select Dividend ETF made up 0.99% of Aberdeen Wealth Management's portfolio in Q1 2026, its #21 holding.
Aberdeen Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 23 quarters since.
Aberdeen Wealth Management's iShares Select Dividend ETF position peaked at $2.31M in Q3 2024.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Aberdeen Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.