Caitlin John’s iShares Select Dividend ETF DVY Stock Holding History

Caitlin John’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	–	Sell	-180	Closed	-$25.5K	–	960
2025 Q4	$25.5K	Buy	+180	New	+$25.4K	0.02%	405

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

Caitlin John's DVY Position: Q1 2026 in Review

Caitlin John sold out of iShares Select Dividend ETF (DVY) in Q1 2026, closing a stake of 180 shares — an estimated $25.5K sold.

Caitlin John first reported a position in DVY in Q4 2025 and held it in 1 quarter. The position peaked at $25.5K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Caitlin John reported no remaining iShares Select Dividend ETF position as of Q1 2026 after selling out during the quarter.
Caitlin John sold 180 iShares Select Dividend ETF shares in Q1 2026, an estimated $25.5K.
Caitlin John first reported a position in iShares Select Dividend ETF in Q4 2025 and held it in 1 quarter.
Caitlin John's iShares Select Dividend ETF position peaked at $25.5K in Q4 2025.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.