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

ARQ 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	$242K	Hold	1,600	–	–	0.04%	170
2025 Q4	$226K	Hold	1,600	–	–	0.06%	131
2025 Q3	$227K	Hold	1,600	–	–	0.07%	129
2025 Q2	$215K	Hold	1,600	–	–	0.07%	100
2025 Q1	$215K	Hold	1,600	–	–	0.08%	95
2024 Q4	$210K	Hold	1,600	–	–	0.08%	97
2024 Q3	$215K	Buy	+1,600	New	+$207K	0.08%	90
2023 Q3	–	Sell	-1,788	Closed	-$203K	–	59
2023 Q2	$203K	Hold	1,788	–	–	0.13%	55
2023 Q1	$210K	Buy	+1,788	New	+$216K	0.15%	50
2022 Q4	–	Sell	-2,950	Closed	-$316K	–	50
2022 Q3	$316K	Sell	2,950 -667	-18%	-$79.9K	0.24%	40
2022 Q2	$426K	Buy	+3,617	New	+$453K	0.3%	41

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

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

ARQ Wealth Advisors held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 1,600 shares worth $242K. The position accounts for 0.04% of the portfolio, ranked #170.

ARQ Wealth Advisors first reported a position in DVY in Q2 2022 and has held it in 11 quarters since. The position peaked at $426K in Q2 2022. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

ARQ Wealth Advisors held 1,600 shares of iShares Select Dividend ETF worth $242K as of Q1 2026.
ARQ Wealth Advisors left its iShares Select Dividend ETF share count unchanged in Q1 2026.
iShares Select Dividend ETF made up 0.04% of ARQ Wealth Advisors's portfolio in Q1 2026, its #170 holding.
ARQ Wealth Advisors first reported a position in iShares Select Dividend ETF in Q2 2022 and has held it in 11 quarters since.
ARQ Wealth Advisors's iShares Select Dividend ETF position peaked at $426K in Q2 2022.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on ARQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.