Arrowroot Family Office’s iShares Select Dividend ETF DVY Stock Holding History

Arrowroot Family Office’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	$466K	Buy	3,079 +31	+1%	+$4.68K	0.15%	103
2025 Q4	$430K	Buy	3,048 +104	+4%	+$14.7K	0.16%	96
2025 Q3	$418K	Buy	2,944 +68	+2%	+$9.42K	0.17%	94
2025 Q2	$382K	Buy	+2,876	New	+$372K	0.17%	97
2024 Q4	$586K	Sell	4,460 -268	-6%	-$36.5K	0.3%	70
2024 Q3	$639K	Sell	4,728 -945	-17%	-$122K	0.37%	62
2024 Q2	$686K	Sell	5,673 -4,103	-42%	-$498K	0.44%	62
2024 Q1	$1.2M	Sell	9,776 -5,561	-36%	-$651K	0.77%	38
2023 Q4	$1.8M	Sell	15,337 -2,879	-16%	-$317K	1.27%	25
2023 Q3	$1.96M	Sell	18,216 -229	-1%	-$26K	1.55%	19
2023 Q2	$2.09M	Buy	18,445 +140	+0.8%	+$15.9K	1.58%	15
2023 Q1	$2.14M	Buy	+18,305	New	+$2.21M	1.83%	13

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

Arrowroot Family Office's DVY Position: Q1 2026 in Review

Arrowroot Family Office increased its iShares Select Dividend ETF (DVY) stake by 1% in Q1 2026, buying an estimated $4.68K and bringing the position to 3,079 shares worth $466K. The position accounts for 0.15% of the portfolio, ranked #103.

Arrowroot Family Office first reported a position in DVY in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.14M in Q1 2023. 1,416 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Arrowroot Family Office held 3,079 shares of iShares Select Dividend ETF worth $466K as of Q1 2026.
Arrowroot Family Office bought 31 iShares Select Dividend ETF shares in Q1 2026, an estimated $4.68K.
iShares Select Dividend ETF made up 0.15% of Arrowroot Family Office's portfolio in Q1 2026, its #103 holding.
Arrowroot Family Office first reported a position in iShares Select Dividend ETF in Q1 2023 and has held it in 12 quarters since.
Arrowroot Family Office's iShares Select Dividend ETF position peaked at $2.14M in Q1 2023.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.