Continuum Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Continuum Wealth 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 Q2	$427K	Hold	2,731	–	–	0.14%	52
2026 Q1	$414K	Sell	2,731 -70	-2%	-$10.6K	0.17%	47
2025 Q4	$395K	Sell	2,801 -257	-8%	-$36.3K	0.15%	54
2025 Q3	$435K	Hold	3,058	–	–	0.19%	43
2025 Q2	$406K	Hold	3,058	–	–	0.2%	36
2025 Q1	$411K	Hold	3,058	–	–	0.21%	33
2024 Q4	$402K	Hold	3,058	–	–	0.2%	34
2024 Q3	$413K	Hold	3,058	–	–	0.22%	38
2024 Q2	$370K	Hold	3,058	–	–	0.19%	38
2024 Q1	$377K	Sell	3,058 -73	-2%	-$8.55K	0.21%	41
2023 Q4	$367K	Hold	3,131	–	–	0.24%	33
2023 Q3	$337K	Hold	3,131	–	–	0.24%	33
2023 Q2	$355K	Hold	3,131	–	–	0.25%	34
2023 Q1	$367K	Hold	3,131	–	–	0.3%	24
2022 Q4	$378K	Buy	+3,131	New	+$370K	0.38%	27

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Continuum Wealth Advisors's DVY Position: Q2 2026 in Review

Continuum Wealth Advisors held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 2,731 shares worth $427K. The position accounts for 0.14% of the portfolio, ranked #52.

Continuum Wealth Advisors first reported a position in DVY in Q4 2022 and has held it in 15 quarters since. The position peaked at $435K in Q3 2025. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Continuum Wealth Advisors held 2,731 shares of iShares Select Dividend ETF worth $427K as of Q2 2026.
Continuum Wealth Advisors left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.14% of Continuum Wealth Advisors's portfolio in Q2 2026, its #52 holding.
Continuum Wealth Advisors first reported a position in iShares Select Dividend ETF in Q4 2022 and has held it in 15 quarters since.
Continuum Wealth Advisors's iShares Select Dividend ETF position peaked at $435K in Q3 2025.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Continuum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.