BIP Wealth’s iShares Select Dividend ETF DVY Stock Holding History

BIP Wealth’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	$643K	Buy	4,247 +100	+2%	+$15.1K	0.03%	259
2025 Q4	$585K	Sell	4,147 -425	-9%	-$60K	0.02%	276
2025 Q3	$650K	Hold	4,572	–	–	0.03%	155
2025 Q2	$607K	Sell	4,572 -1,105	-19%	-$143K	0.04%	137
2025 Q1	$762K	Sell	5,677 -350	-6%	-$46.9K	0.05%	120
2024 Q4	$791K	Buy	6,027 +1,151	+24%	+$157K	0.05%	116
2024 Q3	$659K	Sell	4,876 -1,906	-28%	-$246K	0.04%	123
2024 Q2	$821K	Buy	6,782 +1,840	+37%	+$223K	0.07%	88
2024 Q1	$609K	Hold	4,942	–	–	0.04%	115
2023 Q4	$579K	Buy	4,942 +190	+4%	+$20.9K	0.05%	111
2023 Q3	$512K	Sell	4,752 -423	-8%	-$48.1K	0.05%	108
2023 Q2	$586K	Sell	5,175 -671	-11%	-$76.4K	0.05%	96
2023 Q1	$685K	Buy	+5,846	New	+$707K	0.08%	92

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

BIP Wealth's DVY Position: Q1 2026 in Review

BIP Wealth increased its iShares Select Dividend ETF (DVY) stake by 2.4% in Q1 2026, buying an estimated $15.1K and bringing the position to 4,247 shares worth $643K. The position accounts for 0.03% of the portfolio, ranked #259.

BIP Wealth first reported a position in DVY in Q1 2023 and has held it in 13 quarters since. The position peaked at $821K in Q2 2024. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

BIP Wealth held 4,247 shares of iShares Select Dividend ETF worth $643K as of Q1 2026.
BIP Wealth bought 100 iShares Select Dividend ETF shares in Q1 2026, an estimated $15.1K.
iShares Select Dividend ETF made up 0.03% of BIP Wealth's portfolio in Q1 2026, its #259 holding.
BIP Wealth first reported a position in iShares Select Dividend ETF in Q1 2023 and has held it in 13 quarters since.
BIP Wealth's iShares Select Dividend ETF position peaked at $821K in Q2 2024.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.