Azimuth Capital Investment Management’s iShares Select Dividend ETF DVY Stock Holding History

Azimuth Capital Investment Management’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	$245K	Hold	1,567	–	–	0.01%	291
2026 Q1	$237K	Hold	1,567	–	–	0.01%	288
2025 Q4	$221K	Hold	1,567	–	–	0.01%	295
2025 Q3	$223K	Hold	1,567	–	–	0.01%	286
2025 Q2	$208K	Hold	1,567	–	–	0.01%	293
2025 Q1	$210K	Sell	1,567 -196	-11%	-$26.3K	0.01%	293
2024 Q4	$231K	Sell	1,763 -100	-5%	-$13.6K	0.01%	291
2024 Q3	$252K	Buy	1,863 +196	+12%	+$25.3K	0.01%	285
2024 Q2	$202K	Hold	1,667	–	–	0.01%	301
2024 Q1	$205K	Sell	1,667 -201	-11%	-$23.5K	0.01%	302
2023 Q4	$219K	Sell	1,868 -50	-3%	-$5.5K	0.01%	292
2023 Q3	$206K	Hold	1,918	–	–	0.01%	287
2023 Q2	$217K	Hold	1,918	–	–	0.01%	290
2023 Q1	$225K	Sell	1,918 -566	-23%	-$68.5K	0.01%	290
2022 Q4	$300K	Sell	2,484 -1	-0%	-$118	0.02%	279
2022 Q3	$266K	Hold	2,485	–	–	0.01%	281
2022 Q2	$292K	Buy	+2,485	New	+$311K	0.01%	282

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

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

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

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

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

Azimuth Capital Investment Management's DVY Position: Q2 2026 in Review

Azimuth Capital Investment Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,567 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #291.

Azimuth Capital Investment Management first reported a position in DVY in Q2 2022 and has held it in 17 quarters since. The position peaked at $300K in Q4 2022. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Azimuth Capital Investment Management held 1,567 shares of iShares Select Dividend ETF worth $245K as of Q2 2026.
Azimuth Capital Investment Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.01% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #291 holding.
Azimuth Capital Investment Management first reported a position in iShares Select Dividend ETF in Q2 2022 and has held it in 17 quarters since.
Azimuth Capital Investment Management's iShares Select Dividend ETF position peaked at $300K in Q4 2022.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.