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 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 $1.37T 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

Darden Wealth Group's DVY Position: Q1 2026 in Review

Darden Wealth Group reduced its iShares Select Dividend ETF (DVY) stake by 0.71% in Q1 2026, selling an estimated $15.1K and leaving 13,945 shares worth $2.11M. The position accounts for 1.08% of the portfolio, ranked #18.

Darden Wealth Group first reported a position in DVY in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.27M in Q1 2025. 1,415 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Darden Wealth Group held 13,945 shares of iShares Select Dividend ETF worth $2.11M as of Q1 2026.
Darden Wealth Group sold 100 iShares Select Dividend ETF shares in Q1 2026, an estimated $15.1K.
iShares Select Dividend ETF made up 1.08% of Darden Wealth Group's portfolio in Q1 2026, its #18 holding.
Darden Wealth Group first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 10 quarters since.
Darden Wealth Group's iShares Select Dividend ETF position peaked at $2.27M in Q1 2025.
1,415 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Darden Wealth Group's 13F filing for Q1 2026, filed 8 May 2026.