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

BlueChip 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	$327K	Hold	2,092	–	–	0.12%	131
2026 Q1	$317K	Hold	2,092	–	–	0.14%	112
2025 Q4	$295K	Hold	2,092	–	–	0.12%	122
2025 Q3	$297K	Sell	2,092 -250	-11%	-$34.6K	0.13%	117
2025 Q2	$311K	Hold	2,342	–	–	0.14%	125
2025 Q1	$315K	Hold	2,342	–	–	0.15%	116
2024 Q4	$307K	Hold	2,342	–	–	0.17%	98
2024 Q3	$316K	Hold	2,342	–	–	0.17%	112
2024 Q2	$283K	Hold	2,342	–	–	0.17%	107
2024 Q1	$288K	Buy	+2,342	New	+$274K	0.19%	98

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

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

BlueChip Wealth Advisors held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 2,092 shares worth $327K. The position accounts for 0.12% of the portfolio, ranked #131.

BlueChip Wealth Advisors first reported a position in DVY in Q1 2024 and has held it in 10 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

BlueChip Wealth Advisors held 2,092 shares of iShares Select Dividend ETF worth $327K as of Q2 2026.
BlueChip Wealth Advisors left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.12% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #131 holding.
BlueChip Wealth Advisors first reported a position in iShares Select Dividend ETF in Q1 2024 and has held it in 10 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.