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Atlas Legacy Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Atlas Legacy 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
Q2 		$2.33M Buy
14,936
+4,985
+50% +$767K 0.34% 54
2026
Q1 		$1.51M Buy
9,951
+2,483
+33% +$375K 0.28% 61
2025
Q4 		$1.05M Hold
7,468
– – 0.18% 84
2025
Q3 		$1.06M Sell
7,468
-1,745
-19% -$242K 0.2% 79
2025
Q2 		$1.22M Buy
9,213
+4,991
+118% +$646K 0.27% 66
2025
Q1 		$567K Hold
4,222
– – 0.14% 97
2024
Q4 		$554K Buy
+4,222
New +$575K 0.13% 95

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atlas Legacy Advisors's DVY Position: Q2 2026 in Review

Atlas Legacy Advisors increased its iShares Select Dividend ETF (DVY) stake by 50% in Q2 2026, buying an estimated $767K and bringing the position to 14,936 shares worth $2.33M. The position accounts for 0.34% of the portfolio, ranked #54.

Atlas Legacy Advisors first reported a position in DVY in Q4 2024 and has held it in 7 quarters since. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Atlas Legacy Advisors held 14,936 shares of iShares Select Dividend ETF worth $2.33M as of Q2 2026.
  • Atlas Legacy Advisors bought 4,985 iShares Select Dividend ETF shares in Q2 2026, an estimated $767K.
  • iShares Select Dividend ETF made up 0.34% of Atlas Legacy Advisors's portfolio in Q2 2026, its #54 holding.
  • Atlas Legacy Advisors first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.