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

Challenger 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	$1.55M	Buy	9,918 +34	+0.3%	+$5.23K	1.14%	18
2026 Q1	$1.5M	Hold	9,884	–	–	1.2%	18
2025 Q4	$1.4M	Hold	9,884	–	–	1.06%	20
2025 Q3	$1.4M	Hold	9,884	–	–	1.1%	19
2025 Q2	$1.31M	Sell	9,884 -355	-3%	-$46K	0.91%	24
2025 Q1	$1.37M	Buy	10,239 +644	+7%	+$86.4K	1.09%	22
2024 Q4	$1.26M	Buy	+9,595	New	+$1.31M	1.09%	22

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

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

Challenger Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 0.34% in Q2 2026, buying an estimated $5.23K and bringing the position to 9,918 shares worth $1.55M. The position accounts for 1.14% of the portfolio, ranked #18.

Challenger Wealth Management first reported a position in DVY in Q4 2024 and has held it in 7 quarters since. 1,420 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Challenger Wealth Management held 9,918 shares of iShares Select Dividend ETF worth $1.55M as of Q2 2026.
Challenger Wealth Management bought 34 iShares Select Dividend ETF shares in Q2 2026, an estimated $5.23K.
iShares Select Dividend ETF made up 1.14% of Challenger Wealth Management's portfolio in Q2 2026, its #18 holding.
Challenger Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
1,420 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

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