AlphaCore Capital’s iShares Select Dividend ETF DVY Stock Holding History

AlphaCore Capital’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	$4.44M	Sell	29,303 -620	-2%	-$93.6K	0.11%	167
2025 Q4	$4.22M	Buy	29,923 +29,405	+5,677%	+$4.15M	0.09%	185
2025 Q3	$73.7K	Buy	518 +4	+0.8%	+$554	﹤0.01%	835
2025 Q2	$68.2K	Buy	+514	New	+$66.5K	﹤0.01%	783
2023 Q4	–	Sell	-86	Closed	-$9.26K	–	401
2023 Q3	$9.26K	Hold	86	–	–	﹤0.01%	329
2023 Q2	$9.74K	Buy	+86	New	+$9.8K	﹤0.01%	297
2020 Q2	–	Sell	-501	Closed	-$37K	–	140
2020 Q1	$37K	Sell	501 -606	-55%	-$57.9K	0.03%	117
2019 Q4	$117K	Buy	+1,107	New	+$114K	0.07%	77

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

AlphaCore Capital's DVY Position: Q1 2026 in Review

AlphaCore Capital reduced its iShares Select Dividend ETF (DVY) stake by 2.1% in Q1 2026, selling an estimated $93.6K and leaving 29,303 shares worth $4.44M. The position accounts for 0.11% of the portfolio, ranked #167.

AlphaCore Capital first reported a position in DVY in Q4 2019 and has held it in 8 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

AlphaCore Capital held 29,303 shares of iShares Select Dividend ETF worth $4.44M as of Q1 2026.
AlphaCore Capital sold 620 iShares Select Dividend ETF shares in Q1 2026, an estimated $93.6K.
iShares Select Dividend ETF made up 0.11% of AlphaCore Capital's portfolio in Q1 2026, its #167 holding.
AlphaCore Capital first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 8 quarters since.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.