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

Aprio 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 Q2	$1.13M	Hold	7,220	–	–	0.06%	213
2026 Q1	$1.09M	Buy	7,220 +45	+0.6%	+$6.8K	0.06%	193
2025 Q4	$1.01M	Hold	7,175	–	–	0.06%	193
2025 Q3	$1.02M	Sell	7,175 -114	-2%	-$15.8K	0.1%	124
2025 Q2	$968K	Buy	7,289 +55	+0.8%	+$7.12K	0.11%	112
2025 Q1	$971K	Buy	7,234 +200	+3%	+$26.8K	0.12%	109
2024 Q4	$923K	Hold	7,034	–	–	0.13%	90
2024 Q3	$950K	Hold	7,034	–	–	0.15%	84
2024 Q2	$851K	Hold	7,034	–	–	0.16%	78
2024 Q1	$866K	Sell	7,034 -282	-4%	-$33K	0.17%	74
2023 Q4	$858K	Hold	7,316	–	–	0.19%	62
2023 Q3	$787K	Hold	7,316	–	–	0.22%	57
2023 Q2	$829K	Buy	7,316 +282	+4%	+$32.1K	0.23%	47
2023 Q1	$824K	Hold	7,034	–	–	0.25%	41
2022 Q4	$848K	Sell	7,034 -633	-8%	-$74.9K	0.3%	44
2022 Q3	$822K	Buy	7,667 +4,444	+138%	+$533K	0.33%	45
2022 Q2	$379K	Buy	+3,223	New	+$403K	0.15%	56

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Aprio Wealth Management's DVY Position: Q2 2026 in Review

Aprio Wealth Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 7,220 shares worth $1.13M. The position accounts for 0.06% of the portfolio, ranked #213.

Aprio Wealth Management first reported a position in DVY in Q2 2022 and has held it in 17 quarters since. 1,422 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Aprio Wealth Management held 7,220 shares of iShares Select Dividend ETF worth $1.13M as of Q2 2026.
Aprio Wealth Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.06% of Aprio Wealth Management's portfolio in Q2 2026, its #213 holding.
Aprio Wealth Management first reported a position in iShares Select Dividend ETF in Q2 2022 and has held it in 17 quarters since.
1,422 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.