Continuum Advisory’s iShares Select Dividend ETF DVY Stock Holding History

Continuum Advisory’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	$1.36M	Buy	8,959 +10	+0.1%	+$1.51K	0.13%	150
2025 Q4	$1.26M	Sell	8,949 -702	-7%	-$99.2K	0.13%	154
2025 Q3	$1.37M	Buy	9,651 +100	+1%	+$13.8K	0.15%	138
2025 Q2	$1.27M	Buy	9,551 +517	+6%	+$66.9K	0.15%	138
2025 Q1	$1.21M	Buy	9,034 +120	+1%	+$16.1K	0.16%	130
2024 Q4	$1.17M	Buy	8,914 +116	+1%	+$15.8K	0.15%	137
2024 Q3	$1.21M	Buy	8,798 +101	+1%	+$13.1K	0.15%	142
2024 Q2	$1.05M	Sell	8,697 -74	-0.8%	-$8.98K	0.15%	142
2024 Q1	$1.09M	Buy	8,771 +183	+2%	+$21.4K	0.16%	142
2023 Q4	$1.01M	Sell	8,588 -322	-4%	-$35.4K	0.14%	173
2023 Q3	$959K	Sell	8,910 -66	-0.7%	-$7.51K	0.15%	169
2023 Q2	$1.02M	Hold	8,976	–	–	0.16%	162
2023 Q1	$1.05M	Buy	8,976 +587	+7%	+$71K	0.18%	144
2022 Q4	$1.01M	Buy	8,389 +1,356	+19%	+$160K	0.18%	150
2022 Q3	$754K	Buy	7,033 +647	+10%	+$77.5K	0.13%	178
2022 Q2	$751K	Hold	6,386	–	–	0.14%	181
2022 Q1	$789K	Hold	6,386	–	–	0.15%	171
2021 Q4	$783K	Buy	6,386 +591	+10%	+$70.4K	0.18%	129
2021 Q3	$665K	Buy	5,795 +135	+2%	+$15.8K	0.18%	127
2021 Q2	$660K	Buy	+5,660	New	+$673K	0.21%	113
2019 Q2	–	Sell	-4,972	Closed	-$494K	–	139
2019 Q1	$494K	Buy	+4,972	New	+$476K	0.37%	70

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

Continuum Advisory's DVY Position: Q1 2026 in Review

Continuum Advisory increased its iShares Select Dividend ETF (DVY) stake by 0.11% in Q1 2026, buying an estimated $1.51K and bringing the position to 8,959 shares worth $1.36M. The position accounts for 0.13% of the portfolio, ranked #150.

Continuum Advisory first reported a position in DVY in Q1 2019 and has held it in 21 quarters since. The position peaked at $1.37M in Q3 2025. 1,416 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Continuum Advisory held 8,959 shares of iShares Select Dividend ETF worth $1.36M as of Q1 2026.
Continuum Advisory bought 10 iShares Select Dividend ETF shares in Q1 2026, an estimated $1.51K.
iShares Select Dividend ETF made up 0.13% of Continuum Advisory's portfolio in Q1 2026, its #150 holding.
Continuum Advisory first reported a position in iShares Select Dividend ETF in Q1 2019 and has held it in 21 quarters since.
Continuum Advisory's iShares Select Dividend ETF position peaked at $1.37M in Q3 2025.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.