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

Dakota 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
Q2 		$1.41M Sell
9,051
-258
-3% -$39.7K 0.03% 370
2026
Q1 		$1.41M Buy
9,309
+243
+3% +$36.7K 0.03% 342
2025
Q4 		$1.28M Buy
9,066
+832
+10% +$118K 0.02% 352
2025
Q3 		$1.17M Sell
8,234
-710
-8% -$98.3K 0.02% 329
2025
Q2 		$1.19M Sell
8,944
-1,015
-10% -$131K 0.03% 356
2025
Q1 		$1.34M Sell
9,959
-7,803
-44% -$1.05M 0.03% 322
2024
Q4 		$2.33M Buy
17,762
+7,766
+78% +$1.06M 0.05% 240
2024
Q3 		$1.35M Sell
9,996
-145
-1% -$18.7K 0.03% 322
2024
Q2 		$1.23M Buy
10,141
+790
+8% +$95.9K 0.03% 331
2024
Q1 		$1.15M Buy
9,351
+1,875
+25% +$220K 0.03% 348
2023
Q4 		$876K Sell
7,476
-430
-5% -$47.3K 0.03% 329
2023
Q3 		$851K Buy
7,906
+943
+14% +$107K 0.04% 311
2023
Q2 		$789K Buy
6,963
+200
+3% +$22.8K 0.04% 289
2023
Q1 		$792K Sell
6,763
-200
-3% -$24.2K 0.05% 271
2022
Q4 		$840K Hold
6,963
– – 0.06% 249
2022
Q3 		$747K Buy
+6,963
New +$835K 0.06% 260
2018
Q1 		– Sell
-2,063
Closed -$203K – 95
2017
Q4 		$203K Buy
+2,063
New +$199K 0.11% 76

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Dakota Wealth Management's DVY Position: Q2 2026 in Review

Dakota Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 2.8% in Q2 2026, selling an estimated $39.7K and leaving 9,051 shares worth $1.41M. The position accounts for 0.03% of the portfolio, ranked #370.

Dakota Wealth Management first reported a position in DVY in Q4 2017 and has held it in 17 quarters since. The position peaked at $2.33M in Q4 2024. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Dakota Wealth Management held 9,051 shares of iShares Select Dividend ETF worth $1.41M as of Q2 2026.
  • Dakota Wealth Management sold 258 iShares Select Dividend ETF shares in Q2 2026, an estimated $39.7K.
  • iShares Select Dividend ETF made up 0.03% of Dakota Wealth Management's portfolio in Q2 2026, its #370 holding.
  • Dakota Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2017 and has held it in 17 quarters since.
  • Dakota Wealth Management's iShares Select Dividend ETF position peaked at $2.33M in Q4 2024.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.