BEI
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Benjamin Edwards Inc’s iShares Select Dividend ETF DVY Stock Holding History

Benjamin Edwards Inc’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
13,700
+672
+5% +$103K 0.02% 555
2026
Q1 		$1.97M Buy
13,028
+446
+4% +$67.4K 0.02% 548
2025
Q4 		$1.78M Buy
12,582
+1,716
+16% +$242K 0.02% 545
2025
Q3 		$1.54M Sell
10,866
-55
-0.5% -$7.62K 0.02% 560
2025
Q2 		$1.45M Sell
10,921
-95
-0.9% -$12.3K 0.02% 520
2025
Q1 		$1.48M Sell
11,016
-105
-0.9% -$14.1K 0.02% 486
2024
Q4 		$1.46M Buy
11,121
+73
+0.7% +$9.95K 0.02% 506
2024
Q3 		$1.49M Buy
+11,048
New +$1.43M 0.02% 493
2023
Q1 		– Sell
-46
Closed -$6K – 702
2022
Q4 		$6K Hold
46
– – ﹤0.01% 625
2022
Q3 		$5K Buy
46
+1
+2% +$120 ﹤0.01% 612
2022
Q2 		$5K Buy
+45
New +$5.63K ﹤0.01% 619

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

Benjamin Edwards Inc's DVY Position: Q2 2026 in Review

Benjamin Edwards Inc increased its iShares Select Dividend ETF (DVY) stake by 5.2% in Q2 2026, buying an estimated $103K and bringing the position to 13,700 shares worth $2.14M. The position accounts for 0.02% of the portfolio, ranked #555.

Benjamin Edwards Inc first reported a position in DVY in Q2 2022 and has held it in 11 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Benjamin Edwards Inc held 13,700 shares of iShares Select Dividend ETF worth $2.14M as of Q2 2026.
  • Benjamin Edwards Inc bought 672 iShares Select Dividend ETF shares in Q2 2026, an estimated $103K.
  • iShares Select Dividend ETF made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #555 holding.
  • Benjamin Edwards Inc first reported a position in iShares Select Dividend ETF in Q2 2022 and has held it in 11 quarters since.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.