Blodgett Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Blodgett Wealth Advisors’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	$1.32M	Buy	8,440 +925	+12%	+$142K	0.88%	20
2026 Q1	$1.14M	Hold	7,515	–	–	0.9%	20
2025 Q4	$1.06M	Sell	7,515 -200	-3%	-$28.3K	0.74%	22
2025 Q3	$1.1M	Sell	7,715 -2,450	-24%	-$339K	0.76%	21
2025 Q2	$1.35M	Sell	10,165 -400	-4%	-$51.8K	1.06%	20
2025 Q1	$1.42M	Hold	10,565	–	–	1.21%	17
2024 Q4	$1.39M	Hold	10,565	–	–	1.09%	18
2024 Q3	$1.43M	Hold	10,565	–	–	1.2%	17
2024 Q2	$1.28M	Hold	10,565	–	–	1.08%	18
2024 Q1	$1.3M	Sell	10,565 -600	-5%	-$70.3K	1.17%	17
2023 Q4	$1.31M	Sell	11,165 -1,500	-12%	-$165K	1.34%	17
2023 Q3	$1.36M	Buy	12,665 +207	+2%	+$23.5K	1.5%	15
2023 Q2	$1.41M	Sell	12,458 -113	-0.9%	-$12.9K	1.46%	18
2023 Q1	$1.47M	Hold	12,571	–	–	1.7%	15
2022 Q4	$1.52M	Buy	12,571 +1,283	+11%	+$152K	1.84%	15
2022 Q3	$1.21M	Buy	11,288 +3,320	+42%	+$398K	1.45%	19
2022 Q2	$938K	Buy	7,968 +570	+8%	+$71.4K	1.03%	25
2022 Q1	$948K	Buy	7,398 +1,910	+35%	+$239K	0.79%	32
2021 Q4	$673K	Buy	+5,488	New	+$654K	0.52%	43

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

Blodgett Wealth Advisors's DVY Position: Q2 2026 in Review

Blodgett Wealth Advisors increased its iShares Select Dividend ETF (DVY) stake by 12% in Q2 2026, buying an estimated $142K and bringing the position to 8,440 shares worth $1.32M. The position accounts for 0.88% of the portfolio, ranked #20.

Blodgett Wealth Advisors first reported a position in DVY in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.52M in Q4 2022. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Blodgett Wealth Advisors held 8,440 shares of iShares Select Dividend ETF worth $1.32M as of Q2 2026.
Blodgett Wealth Advisors bought 925 iShares Select Dividend ETF shares in Q2 2026, an estimated $142K.
iShares Select Dividend ETF made up 0.88% of Blodgett Wealth Advisors's portfolio in Q2 2026, its #20 holding.
Blodgett Wealth Advisors first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 19 quarters since.
Blodgett Wealth Advisors's iShares Select Dividend ETF position peaked at $1.52M in Q4 2022.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.