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

Consultiva 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 Q1	$19.2K	Hold	127	–	–	0.06%	166
2025 Q4	$17.9K	Hold	127	–	–	0.05%	168
2025 Q3	$18K	Hold	127	–	–	0.05%	171
2025 Q2	$16.9K	Hold	127	–	–	0.05%	180
2025 Q1	$17.1K	Hold	127	–	–	0.06%	172
2024 Q4	$16.7K	Buy	+127	New	+$17.3K	0.08%	108

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

Consultiva Wealth Management's DVY Position: Q1 2026 in Review

Consultiva Wealth Management held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 127 shares worth $19.2K. The position accounts for 0.06% of the portfolio, ranked #166.

Consultiva Wealth Management first reported a position in DVY in Q4 2024 and has held it in 6 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Consultiva Wealth Management held 127 shares of iShares Select Dividend ETF worth $19.2K as of Q1 2026.
Consultiva Wealth Management left its iShares Select Dividend ETF share count unchanged in Q1 2026.
iShares Select Dividend ETF made up 0.06% of Consultiva Wealth Management's portfolio in Q1 2026, its #166 holding.
Consultiva Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 6 quarters since.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.