AWA
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Arkadios Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Arkadios Wealth 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 		$2.29M Sell
15,105
-242
-2% -$36.5K 0.04% 460
2025
Q4 		$2.17M Buy
15,347
+2,528
+20% +$357K 0.04% 424
2025
Q3 		$1.82M Buy
12,819
+233
+2% +$32.3K 0.04% 426
2025
Q2 		$1.67M Buy
12,586
+2,204
+21% +$285K 0.05% 391
2025
Q1 		$1.39M Buy
10,382
+1,843
+22% +$247K 0.05% 371
2024
Q4 		$1.12M Sell
8,539
-698
-8% -$95.1K 0.06% 303
2024
Q3 		$1.25M Sell
9,237
-566
-6% -$73.2K 0.07% 274
2024
Q2 		$1.19M Buy
9,803
+3,207
+49% +$389K 0.08% 244
2024
Q1 		$813K Sell
6,596
-693
-10% -$81.2K 0.06% 279
2023
Q4 		$854K Sell
7,289
-742
-9% -$81.6K 0.07% 251
2023
Q3 		$864K Buy
8,031
+1,848
+30% +$210K 0.08% 235
2023
Q2 		$700K Sell
6,183
-271
-4% -$30.9K 0.08% 242
2023
Q1 		$756K Buy
6,454
+387
+6% +$46.8K 0.09% 231
2022
Q4 		$732K Sell
6,067
-611
-9% -$72.3K 0.1% 220
2022
Q3 		$716K Sell
6,678
-425
-6% -$50.9K 0.11% 201
2022
Q2 		$836K Buy
7,103
+22
+0.3% +$2.75K 0.12% 196
2022
Q1 		$907K Buy
7,081
+1,543
+28% +$193K 0.12% 200
2021
Q4 		$679K Buy
5,538
+208
+4% +$24.8K 0.09% 258
2021
Q3 		$611K Sell
5,330
-2,483
-32% -$290K 0.09% 253
2021
Q2 		$911K Buy
7,813
+5,008
+179% +$596K 0.11% 220
2021
Q1 		$320K Buy
2,805
+252
+10% +$26.6K 0.05% 333
2020
Q4 		$245K Buy
+2,553
New +$232K 0.05% 290

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Arkadios Wealth Advisors's DVY Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its iShares Select Dividend ETF (DVY) stake by 1.6% in Q1 2026, selling an estimated $36.5K and leaving 15,105 shares worth $2.29M. The position accounts for 0.04% of the portfolio, ranked #460.

Arkadios Wealth Advisors first reported a position in DVY in Q4 2020 and has held it in 22 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • Arkadios Wealth Advisors held 15,105 shares of iShares Select Dividend ETF worth $2.29M as of Q1 2026.
  • Arkadios Wealth Advisors sold 242 iShares Select Dividend ETF shares in Q1 2026, an estimated $36.5K.
  • iShares Select Dividend ETF made up 0.04% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #460 holding.
  • Arkadios Wealth Advisors first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.