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

Darwin 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	$4.66K	Hold	29	–	–	﹤0.01%	445
2026 Q1	$4.47K	Hold	29	–	–	﹤0.01%	422
2025 Q4	$4.14K	Buy	+29	New	+$4.1K	﹤0.01%	461
2025 Q2	–	Sell	-6	Closed	-$787	–	629
2025 Q1	$787	Hold	6	–	–	﹤0.01%	571
2024 Q4	$787	Hold	6	–	–	﹤0.01%	571
2024 Q3	$810	Buy	+6	New	+$776	﹤0.01%	572
2020 Q2	–	Sell	-422	Closed	-$30K	–	301
2020 Q1	$30K	Buy	+422	New	+$40.3K	0.01%	299

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

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

Darwin Wealth Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 29 shares worth $4.66K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Darwin Wealth Management first reported a position in DVY in Q1 2020 and has held it in 7 quarters since. The position peaked at $30K in Q1 2020. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Darwin Wealth Management held 29 shares of iShares Select Dividend ETF worth $4.66K as of Q2 2026.
Darwin Wealth Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #445 holding.
Darwin Wealth Management first reported a position in iShares Select Dividend ETF in Q1 2020 and has held it in 7 quarters since.
Darwin Wealth Management's iShares Select Dividend ETF position peaked at $30K in Q1 2020.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

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