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

Chemistry 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	$256K	Hold	1,640	–	–	0.04%	185
2026 Q1	$248K	Hold	1,640	–	–	0.04%	183
2025 Q4	$231K	Sell	1,640 -17	-1%	-$2.4K	0.04%	181
2025 Q3	$235K	Hold	1,657	–	–	0.05%	183
2025 Q2	$220K	Sell	1,657 -28	-2%	-$3.63K	0.05%	181
2025 Q1	$226K	Hold	1,685	–	–	0.05%	168
2024 Q4	$221K	Hold	1,685	–	–	0.05%	164
2024 Q3	$228K	Hold	1,685	–	–	0.05%	161
2024 Q2	$204K	Hold	1,685	–	–	0.05%	162
2024 Q1	$208K	Sell	1,685 -25	-1%	-$2.93K	0.06%	156
2023 Q4	$200K	Buy	+1,710	New	+$188K	0.06%	148
2023 Q2	–	Sell	-1,710	Closed	-$200K	–	145
2023 Q1	$200K	Hold	1,710	–	–	0.07%	137
2022 Q4	$206K	Buy	+1,710	New	+$202K	0.08%	132

Other funds holding DVY

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

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

Chemistry Wealth Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,640 shares worth $256K. The position accounts for 0.04% of the portfolio, ranked #185.

Chemistry Wealth Management first reported a position in DVY in Q4 2022 and has held it in 13 quarters since. 432 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Chemistry Wealth Management held 1,640 shares of iShares Select Dividend ETF worth $256K as of Q2 2026.
Chemistry Wealth Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.04% of Chemistry Wealth Management's portfolio in Q2 2026, its #185 holding.
Chemistry Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2022 and has held it in 13 quarters since.
432 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.