Concurrent Investment Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Concurrent Investment Advisors’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	$5.37M	Buy	35,489 +1,367	+4%	+$206K	0.06%	344
2025 Q4	$4.82M	Buy	34,122 +26,727	+361%	+$3.78M	0.05%	337
2025 Q3	$1.05M	Buy	7,395 +26	+0.4%	+$3.6K	0.02%	641
2025 Q2	$979K	Sell	7,369 -812	-10%	-$105K	0.02%	604
2025 Q1	$1.1M	Buy	8,181 +2,108	+35%	+$283K	0.03%	525
2024 Q4	$797K	Buy	6,073 +882	+17%	+$120K	0.02%	548
2024 Q3	$701K	Buy	5,191 +237	+5%	+$30.6K	0.02%	542
2024 Q2	$599K	Buy	4,954 +775	+19%	+$94.1K	0.02%	541
2024 Q1	$515K	Buy	4,179 +390	+10%	+$45.7K	0.02%	541
2023 Q4	$444K	Buy	+3,789	New	+$417K	0.02%	519

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

Concurrent Investment Advisors's DVY Position: Q1 2026 in Review

Concurrent Investment Advisors increased its iShares Select Dividend ETF (DVY) stake by 4% in Q1 2026, buying an estimated $206K and bringing the position to 35,489 shares worth $5.37M. The position accounts for 0.06% of the portfolio, ranked #344.

Concurrent Investment Advisors first reported a position in DVY in Q4 2023 and has held it in 10 quarters since. 1,415 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Concurrent Investment Advisors held 35,489 shares of iShares Select Dividend ETF worth $5.37M as of Q1 2026.
Concurrent Investment Advisors bought 1,367 iShares Select Dividend ETF shares in Q1 2026, an estimated $206K.
iShares Select Dividend ETF made up 0.06% of Concurrent Investment Advisors's portfolio in Q1 2026, its #344 holding.
Concurrent Investment Advisors first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 10 quarters since.
1,415 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.