Atria Wealth Solutions’s iShares Select Dividend ETF DVY Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$1.64M	Sell	12,260 -27,911	-69%	-$3.61M	0.04%	471
2025 Q1	$5.39M	Sell	40,171 -12,415	-24%	-$1.66M	0.06%	318
2024 Q4	$6.9M	Sell	52,586 -1,293	-2%	-$176K	0.08%	269
2024 Q3	$7.28M	Sell	53,879 -793	-1%	-$103K	0.08%	265
2024 Q2	$6.61M	Sell	54,672 -2,844	-5%	-$345K	0.07%	272
2024 Q1	$7.08M	Sell	57,516 -1,721	-3%	-$202K	0.08%	258
2023 Q4	$6.94M	Buy	59,237 +235	+0.4%	+$25.9K	0.09%	237
2023 Q3	$6.36M	Buy	59,002 +272	+0.5%	+$30.9K	0.09%	234
2023 Q2	$6.65M	Buy	58,730 +2,650	+5%	+$302K	0.09%	223
2023 Q1	$6.57M	Sell	56,080 -1,941	-3%	-$235K	0.1%	205
2022 Q4	$7M	Sell	58,021 -1,299	-2%	-$154K	0.11%	196
2022 Q3	$6.36M	Buy	59,320 +3,816	+7%	+$457K	0.11%	190
2022 Q2	$6.53M	Sell	55,504 -4,559	-8%	-$571K	0.12%	181
2022 Q1	$7.7M	Buy	+60,063	New	+$7.5M	0.13%	169

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atria Wealth Solutions's DVY Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares Select Dividend ETF (DVY) stake by 69% in Q2 2025, selling an estimated $3.61M and leaving 12,260 shares worth $1.64M. The position accounts for 0.04% of the portfolio, ranked #471.

Atria Wealth Solutions first reported a position in DVY in Q1 2022 and has held it in 14 quarters since. The position peaked at $7.7M in Q1 2022. 1,298 funds tracked by Wall St. Rank hold DVY as of Q2 2025.

Atria Wealth Solutions held 12,260 shares of iShares Select Dividend ETF worth $1.64M as of Q2 2025.
Atria Wealth Solutions sold 27,911 iShares Select Dividend ETF shares in Q2 2025, an estimated $3.61M.
iShares Select Dividend ETF made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #471 holding.
Atria Wealth Solutions first reported a position in iShares Select Dividend ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares Select Dividend ETF position peaked at $7.7M in Q1 2022.
1,298 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.