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

Atlas Private 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	$1.02M	Sell	6,766 -53	-0.8%	-$8K	0.24%	59
2025 Q4	$962K	Sell	6,819 -503	-7%	-$71.1K	0.22%	57
2025 Q3	$1.04M	Sell	7,322 -7,477	-51%	-$1.04M	0.25%	54
2025 Q2	$1.97M	Sell	14,799 -2,352	-14%	-$305K	0.25%	56
2025 Q1	$2.3M	Buy	17,151 +2,022	+13%	+$271K	0.32%	46
2024 Q4	$1.99M	Sell	15,129 -3,142	-17%	-$428K	0.28%	52
2024 Q3	$2.47M	Sell	18,271 -589	-3%	-$76.2K	0.36%	38
2024 Q2	$2.28M	Buy	18,860 +8,615	+84%	+$1.05M	0.37%	37
2024 Q1	$1.26M	Sell	10,245 -10,268	-50%	-$1.2M	0.42%	33
2023 Q4	$2.4M	Sell	20,513 -2,486	-11%	-$274K	0.45%	29
2023 Q3	$2.48M	Sell	22,999 -2,873	-11%	-$327K	0.47%	34
2023 Q2	$2.93M	Buy	25,872 +12,235	+90%	+$1.39M	0.59%	28
2023 Q1	$1.6M	Sell	13,637 -643	-5%	-$77.8K	0.74%	23
2022 Q4	$1.72M	Sell	14,280 -617	-4%	-$73K	0.92%	18
2022 Q3	$1.6M	Buy	14,897 +2	+0%	+$240	0.96%	19
2022 Q2	$1.75M	Sell	14,895 -1,298	-8%	-$162K	1.05%	20
2022 Q1	$2.08M	Sell	16,193 -84	-0.5%	-$10.5K	0.92%	25
2021 Q4	$2M	Buy	16,277 +52	+0.3%	+$6.2K	0.92%	32
2021 Q3	$1.86M	Sell	16,225 -424	-3%	-$49.6K	0.97%	22
2021 Q2	$1.94M	Sell	16,649 -3,124	-16%	-$372K	1.05%	20
2021 Q1	$2.26M	Sell	19,773 -102	-0.5%	-$10.8K	1.26%	20
2020 Q4	$1.91M	Sell	19,875 -1,477	-7%	-$134K	1.28%	16
2020 Q3	$1.74M	Sell	21,352 -745	-3%	-$62.1K	1.45%	14
2020 Q2	$1.78M	Buy	+22,097	New	+$1.77M	1.59%	15

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

Atlas Private Wealth Advisors's DVY Position: Q1 2026 in Review

Atlas Private Wealth Advisors reduced its iShares Select Dividend ETF (DVY) stake by 0.78% in Q1 2026, selling an estimated $8K and leaving 6,766 shares worth $1.02M. The position accounts for 0.24% of the portfolio, ranked #59.

Atlas Private Wealth Advisors first reported a position in DVY in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.93M in Q2 2023. 1,415 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Atlas Private Wealth Advisors held 6,766 shares of iShares Select Dividend ETF worth $1.02M as of Q1 2026.
Atlas Private Wealth Advisors sold 53 iShares Select Dividend ETF shares in Q1 2026, an estimated $8K.
iShares Select Dividend ETF made up 0.24% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #59 holding.
Atlas Private Wealth Advisors first reported a position in iShares Select Dividend ETF in Q2 2020 and has held it in 24 quarters since.
Atlas Private Wealth Advisors's iShares Select Dividend ETF position peaked at $2.93M in Q2 2023.
1,415 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.