Concord Wealth Partners’s iShares Select Dividend ETF DVY Stock Holding History

Concord Wealth 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 Q1	$204K	Buy	1,350 +11	+0.8%	+$1.66K	0.03%	204
2025 Q4	$189K	Buy	1,339 +15	+1%	+$2.12K	0.02%	198
2025 Q3	$188K	Buy	1,324 +11	+0.8%	+$1.52K	0.03%	196
2025 Q2	$174K	Buy	1,313 +13	+1%	+$1.68K	0.03%	214
2025 Q1	$175K	Buy	1,300 +10	+0.8%	+$1.34K	0.03%	197
2024 Q4	$169K	Buy	1,290 +13	+1%	+$1.77K	0.03%	208
2024 Q3	$173K	Buy	1,277 +14	+1%	+$1.81K	0.03%	215
2024 Q2	$153K	Buy	1,263 +10	+0.8%	+$1.21K	0.03%	217
2024 Q1	$154K	Buy	1,253 +10	+0.8%	+$1.17K	0.03%	228
2023 Q4	$146K	Buy	1,243 +29	+2%	+$3.19K	0.03%	242
2023 Q3	$131K	Hold	1,214	–	–	0.03%	251
2023 Q2	$137K	Buy	1,214 +9	+0.7%	+$1.02K	0.03%	233
2023 Q1	$141K	Buy	1,205 +741	+160%	+$89.6K	0.04%	207
2022 Q4	$56K	Buy	+464	New	+$54.9K	0.02%	357
2022 Q3	–	Sell	-386	Closed	-$45K	–	408
2022 Q2	$45K	Buy	386 +3	+0.8%	+$376	0.01%	390
2022 Q1	$49K	Buy	383 +2	+0.5%	+$250	0.01%	443
2021 Q4	$47K	Buy	+381	New	+$45.4K	0.01%	465
2021 Q1	–	Sell	-350	Closed	-$34K	–	1012
2020 Q4	$34K	Buy	+350	New	+$31.8K	0.03%	249

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

Concord Wealth Partners's DVY Position: Q1 2026 in Review

Concord Wealth Partners increased its iShares Select Dividend ETF (DVY) stake by 0.82% in Q1 2026, buying an estimated $1.66K and bringing the position to 1,350 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #204.

Concord Wealth Partners first reported a position in DVY in Q4 2020 and has held it in 18 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Concord Wealth Partners held 1,350 shares of iShares Select Dividend ETF worth $204K as of Q1 2026.
Concord Wealth Partners bought 11 iShares Select Dividend ETF shares in Q1 2026, an estimated $1.66K.
iShares Select Dividend ETF made up 0.03% of Concord Wealth Partners's portfolio in Q1 2026, its #204 holding.
Concord Wealth Partners first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 18 quarters since.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.