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

Angeles 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	$293K	Buy	1,938 +672	+53%	+$101K	0.02%	323
2025 Q4	$179K	Buy	1,266 +200	+19%	+$28.3K	0.01%	377
2025 Q3	$151K	Sell	1,066 -20	-2%	-$2.77K	0.01%	348
2025 Q2	$144K	Buy	1,086 +20	+2%	+$2.59K	0.01%	348
2025 Q1	$143K	Hold	1,066	–	–	0.01%	294
2024 Q4	$140K	Hold	1,066	–	–	0.01%	308
2024 Q3	$144K	Hold	1,066	–	–	0.01%	273
2024 Q2	$129K	Sell	1,066 -533	-33%	-$64.7K	0.01%	242
2024 Q1	$197K	Hold	1,599	–	–	0.02%	224
2023 Q4	$187K	Hold	1,599	–	–	0.02%	196
2023 Q3	$172K	Hold	1,599	–	–	0.02%	171
2023 Q2	$181K	Hold	1,599	–	–	0.02%	181
2023 Q1	$187K	Hold	1,599	–	–	0.03%	173
2022 Q4	$193K	Hold	1,599	–	–	0.03%	170
2022 Q3	$171K	Hold	1,599	–	–	0.03%	170
2022 Q2	$188K	Hold	1,599	–	–	0.04%	162
2022 Q1	$205K	Buy	+1,599	New	+$200K	0.04%	158

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

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

Angeles Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 53% in Q1 2026, buying an estimated $101K and bringing the position to 1,938 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #323.

Angeles Wealth Management first reported a position in DVY in Q1 2022 and has held it in 17 quarters since. 1,415 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Angeles Wealth Management held 1,938 shares of iShares Select Dividend ETF worth $293K as of Q1 2026.
Angeles Wealth Management bought 672 iShares Select Dividend ETF shares in Q1 2026, an estimated $101K.
iShares Select Dividend ETF made up 0.02% of Angeles Wealth Management's portfolio in Q1 2026, its #323 holding.
Angeles Wealth Management first reported a position in iShares Select Dividend ETF in Q1 2022 and has held it in 17 quarters since.
1,415 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.