Birchcreek Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Birchcreek Wealth 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	$286K	Buy	1,828 +42	+2%	+$6.47K	0.11%	114
2026 Q1	$270K	Buy	1,786 +2	+0.1%	+$302	0.13%	99
2025 Q4	$252K	Sell	1,784 -1,565	-47%	-$221K	0.12%	101
2025 Q3	$476K	Buy	3,349 +2	+0.1%	+$277	0.25%	68
2025 Q2	$444K	Buy	3,347 +3	+0.1%	+$388	0.25%	70
2025 Q1	$449K	Sell	3,344 -597	-15%	-$80.1K	0.28%	65
2024 Q4	$517K	Buy	3,941 +29	+0.7%	+$3.95K	0.33%	58
2024 Q3	$528K	Buy	3,912 +353	+10%	+$45.6K	0.35%	55
2024 Q2	$431K	Buy	3,559 +2	+0.1%	+$243	0.24%	85
2024 Q1	$438K	Buy	3,557 +3	+0.1%	+$351	0.23%	90
2023 Q4	$417K	Buy	3,554 +6	+0.2%	+$660	0.25%	86
2023 Q3	$382K	Hold	3,548	–	–	0.26%	86
2023 Q2	$402K	Buy	3,548 +1,444	+69%	+$164K	0.28%	86
2023 Q1	$247K	Buy	2,104 +1	+0%	+$121	0.2%	110
2022 Q4	$254K	Buy	2,103 +2	+0.1%	+$237	0.23%	106
2022 Q3	$225K	Buy	2,101 +2	+0.1%	+$240	0.21%	109
2022 Q2	$247K	Buy	2,099 +1	+0%	+$125	0.22%	100
2022 Q1	$269K	Buy	2,098 +160	+8%	+$20K	0.24%	89
2021 Q4	$238K	Sell	1,938 -188	-9%	-$22.4K	0.21%	103
2021 Q3	$244K	Buy	2,126 +2	+0.1%	+$234	0.23%	96
2021 Q2	$248K	Buy	2,124 +1	+0%	+$119	0.24%	100
2021 Q1	$242K	Buy	2,123 +228	+12%	+$24.1K	0.26%	94
2020 Q4	$182K	Buy	+1,895	New	+$172K	0.18%	105

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

Birchcreek Wealth Management's DVY Position: Q2 2026 in Review

Birchcreek Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 2.4% in Q2 2026, buying an estimated $6.47K and bringing the position to 1,828 shares worth $286K. The position accounts for 0.11% of the portfolio, ranked #114.

Birchcreek Wealth Management first reported a position in DVY in Q4 2020 and has held it in 23 quarters since. The position peaked at $528K in Q3 2024. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Birchcreek Wealth Management held 1,828 shares of iShares Select Dividend ETF worth $286K as of Q2 2026.
Birchcreek Wealth Management bought 42 iShares Select Dividend ETF shares in Q2 2026, an estimated $6.47K.
iShares Select Dividend ETF made up 0.11% of Birchcreek Wealth Management's portfolio in Q2 2026, its #114 holding.
Birchcreek Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 23 quarters since.
Birchcreek Wealth Management's iShares Select Dividend ETF position peaked at $528K in Q3 2024.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.