Accelerate Investment Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Accelerate Investment Advisors’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	$304K	Sell	2,007 -60	-3%	-$9.06K	0.2%	78
2025 Q4	$292K	Buy	2,067 +6	+0.3%	+$848	0.2%	82
2025 Q3	$293K	Buy	2,061 +4	+0.2%	+$554	0.2%	82
2025 Q2	$273K	Buy	+2,057	New	+$266K	0.2%	85

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

Accelerate Investment Advisors's DVY Position: Q1 2026 in Review

Accelerate Investment Advisors reduced its iShares Select Dividend ETF (DVY) stake by 2.9% in Q1 2026, selling an estimated $9.06K and leaving 2,007 shares worth $304K. The position accounts for 0.2% of the portfolio, ranked #78.

Accelerate Investment Advisors first reported a position in DVY in Q2 2025 and has held it in 4 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Accelerate Investment Advisors held 2,007 shares of iShares Select Dividend ETF worth $304K as of Q1 2026.
Accelerate Investment Advisors sold 60 iShares Select Dividend ETF shares in Q1 2026, an estimated $9.06K.
iShares Select Dividend ETF made up 0.2% of Accelerate Investment Advisors's portfolio in Q1 2026, its #78 holding.
Accelerate Investment Advisors first reported a position in iShares Select Dividend ETF in Q2 2025 and has held it in 4 quarters since.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Accelerate Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.