AWE
DVY icon

Avidian Wealth Enterprises’s iShares Select Dividend ETF DVY Stock Holding History

Avidian Wealth Enterprises’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 		$2.14M Buy
13,708
+2,957
+28% +$455K 0.06% 201
2026
Q1 		$1.63M Buy
10,751
+8,637
+409% +$1.3M 0.05% 226
2025
Q4 		$298K Buy
2,114
+1
+0% +$141 0.01% 477
2025
Q3 		$300K Sell
2,113
-279
-12% -$38.6K 0.01% 470
2025
Q2 		$318K Buy
2,392
+188
+9% +$24.3K 0.01% 431
2025
Q1 		$296K Buy
2,204
+118
+6% +$15.8K 0.01% 422
2024
Q4 		$274K Buy
2,086
+3
+0.1% +$409 0.01% 419
2024
Q3 		$281K Buy
2,083
+4
+0.2% +$517 0.01% 408
2024
Q2 		$251K Buy
2,079
+3
+0.1% +$364 0.01% 428
2024
Q1 		$256K Buy
2,076
+2
+0.1% +$234 0.01% 384
2023
Q4 		$243K Buy
2,074
+8
+0.4% +$880 0.02% 379
2023
Q3 		$222K Hold
2,066
– – 0.02% 371
2023
Q2 		$234K Sell
2,066
-2,746
-57% -$313K 0.02% 383
2023
Q1 		$564K Buy
4,812
+2,064
+75% +$250K 0.03% 273
2022
Q4 		$331K Buy
+2,748
New +$325K 0.02% 342
2020
Q2 		– Sell
-3,352
Closed -$247K – 268
2020
Q1 		$247K Buy
3,352
+5
+0.1% +$478 0.04% 164
2019
Q4 		$354K Buy
3,347
+3
+0.1% +$309 0.05% 157
2019
Q3 		$341K Buy
+3,344
New +$333K 0.06% 136

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

Avidian Wealth Enterprises's DVY Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its iShares Select Dividend ETF (DVY) stake by 28% in Q2 2026, buying an estimated $455K and bringing the position to 13,708 shares worth $2.14M. The position accounts for 0.06% of the portfolio, ranked #201.

Avidian Wealth Enterprises first reported a position in DVY in Q3 2019 and has held it in 18 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Avidian Wealth Enterprises held 13,708 shares of iShares Select Dividend ETF worth $2.14M as of Q2 2026.
  • Avidian Wealth Enterprises bought 2,957 iShares Select Dividend ETF shares in Q2 2026, an estimated $455K.
  • iShares Select Dividend ETF made up 0.06% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #201 holding.
  • Avidian Wealth Enterprises first reported a position in iShares Select Dividend ETF in Q3 2019 and has held it in 18 quarters since.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.