BIP
DVY icon

Bouvel Investment Partners’s iShares Select Dividend ETF DVY Stock Holding History

Bouvel Investment Partners’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 		$620K Buy
3,966
+410
+12% +$63.1K 0.14% 79
2026
Q1 		$538K Buy
3,556
+1,017
+40% +$154K 0.16% 74
2025
Q4 		$358K Buy
2,539
+302
+14% +$42.7K 0.1% 77
2025
Q3 		$318K Sell
2,237
-98
-4% -$13.6K 0.1% 77
2025
Q2 		$310K Sell
2,335
-17,071
-88% -$2.21M 0.1% 73
2025
Q1 		$2.62M Sell
19,406
-6,830
-26% -$916K 0.99% 47
2024
Q4 		$3.44M Buy
26,236
+6,830
+35% +$931K 1.24% 31
2024
Q3 		$2.62M Buy
19,406
+429
+2% +$55.5K 0.99% 47
2024
Q2 		$2.3M Buy
18,977
+602
+3% +$73.1K 0.89% 47
2024
Q1 		$2.26M Sell
18,375
-672
-4% -$78.7K 0.98% 45
2023
Q4 		$2.23M Buy
19,047
+186
+1% +$20.5K 1.04% 44
2023
Q3 		$2.03M Buy
18,861
+45
+0.2% +$5.12K 1.1% 42
2023
Q2 		$2.13M Sell
18,816
-496
-3% -$56.5K 1.17% 42
2023
Q1 		$2.26M Buy
19,312
+213
+1% +$25.8K 1.32% 31
2022
Q4 		$2.3M Sell
19,099
-308
-2% -$36.4K 1.49% 27
2022
Q3 		$2.08M Sell
19,407
-266
-1% -$31.9K 1.39% 29
2022
Q2 		$2.31M Buy
19,673
+985
+5% +$123K 1.74% 23
2022
Q1 		$2.39M Buy
18,688
+371
+2% +$46.4K 1.46% 28
2021
Q4 		$2.25M Buy
18,317
+1,131
+7% +$135K 1.26% 33
2021
Q3 		$1.97M Buy
17,186
+337
+2% +$39.4K 1.11% 46
2021
Q2 		$1.97M Buy
16,849
+253
+2% +$30.1K 1.11% 48
2021
Q1 		$1.89M Sell
16,596
-898
-5% -$94.9K 1.22% 42
2020
Q4 		$1.68M Buy
+17,494
New +$1.59M 1.19% 37

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

Bouvel Investment Partners's DVY Position: Q2 2026 in Review

Bouvel Investment Partners increased its iShares Select Dividend ETF (DVY) stake by 12% in Q2 2026, buying an estimated $63.1K and bringing the position to 3,966 shares worth $620K. The position accounts for 0.14% of the portfolio, ranked #79.

Bouvel Investment Partners first reported a position in DVY in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.44M in Q4 2024. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Bouvel Investment Partners held 3,966 shares of iShares Select Dividend ETF worth $620K as of Q2 2026.
  • Bouvel Investment Partners bought 410 iShares Select Dividend ETF shares in Q2 2026, an estimated $63.1K.
  • iShares Select Dividend ETF made up 0.14% of Bouvel Investment Partners's portfolio in Q2 2026, its #79 holding.
  • Bouvel Investment Partners first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 23 quarters since.
  • Bouvel Investment Partners's iShares Select Dividend ETF position peaked at $3.44M in Q4 2024.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Bouvel Investment Partners's 13F filing for Q2 2026, filed 17 Jul 2026.