Darden Wealth Group’s iShares Select Dividend ETF DVY Stock Holding History

Darden Wealth Group’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	$2.12M	Sell	13,570 -375	-3%	-$57.7K	0.84%	22
2026 Q1	$2.11M	Sell	13,945 -100	-0.7%	-$15.1K	1.08%	18
2025 Q4	$1.98M	Sell	14,045 -1,608	-10%	-$227K	0.96%	19
2025 Q3	$2.22M	Sell	15,653 -554	-3%	-$76.7K	1.16%	15
2025 Q2	$2.15M	Sell	16,207 -677	-4%	-$87.7K	1.3%	13
2025 Q1	$2.27M	Buy	16,884 +778	+5%	+$104K	1.76%	12
2024 Q4	$2.11M	Sell	16,106 -14	-0.1%	-$1.91K	1.42%	13
2024 Q3	$2.18M	Sell	16,120 -287	-2%	-$37.1K	1.56%	11
2024 Q2	$1.98M	Sell	16,407 -442	-3%	-$53.7K	1.2%	13
2024 Q1	$2.08M	Sell	16,849 -684	-4%	-$80.1K	1.63%	10
2023 Q4	$2.06M	Buy	+17,533	New	+$1.93M	1.98%	8

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

Darden Wealth Group's DVY Position: Q2 2026 in Review

Darden Wealth Group reduced its iShares Select Dividend ETF (DVY) stake by 2.7% in Q2 2026, selling an estimated $57.7K and leaving 13,570 shares worth $2.12M. The position accounts for 0.84% of the portfolio, ranked #22.

Darden Wealth Group first reported a position in DVY in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.27M in Q1 2025. 1,420 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Darden Wealth Group held 13,570 shares of iShares Select Dividend ETF worth $2.12M as of Q2 2026.
Darden Wealth Group sold 375 iShares Select Dividend ETF shares in Q2 2026, an estimated $57.7K.
iShares Select Dividend ETF made up 0.84% of Darden Wealth Group's portfolio in Q2 2026, its #22 holding.
Darden Wealth Group first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 11 quarters since.
Darden Wealth Group's iShares Select Dividend ETF position peaked at $2.27M in Q1 2025.
1,420 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Darden Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.