Daymark Wealth Partners’s iShares Select Dividend ETF DVY Stock Holding History

Daymark Wealth Partners’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	$781K	Sell	4,997 -107	-2%	-$16.5K	0.02%	376
2026 Q1	$773K	Sell	5,104 -15	-0.3%	-$2.27K	0.02%	340
2025 Q4	$722K	Sell	5,119 -30	-0.6%	-$4.24K	0.02%	328
2025 Q3	$732K	Buy	5,149 +98	+2%	+$13.6K	0.02%	319
2025 Q2	$671K	Sell	5,051 -41	-0.8%	-$5.31K	0.03%	310
2025 Q1	$684K	Sell	5,092 -120	-2%	-$16.1K	0.03%	295
2024 Q4	$684K	Sell	5,212 -341	-6%	-$46.5K	0.03%	284
2024 Q3	$750K	Sell	5,553 -1,035	-16%	-$134K	0.03%	283
2024 Q2	$797K	Buy	6,588 +3,986	+153%	+$484K	0.04%	269
2024 Q1	$321K	Hold	2,602	–	–	0.02%	333
2023 Q4	$305K	Buy	2,602 +254	+11%	+$27.9K	0.02%	317
2023 Q3	$253K	Sell	2,348 -57	-2%	-$6.48K	0.02%	328
2023 Q2	$272K	Buy	2,405 +350	+17%	+$39.9K	0.02%	309
2023 Q1	$241K	Buy	2,055 +130	+7%	+$15.7K	0.03%	256
2022 Q4	$232K	Buy	+1,925	New	+$228K	0.04%	205

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

Daymark Wealth Partners's DVY Position: Q2 2026 in Review

Daymark Wealth Partners reduced its iShares Select Dividend ETF (DVY) stake by 2.1% in Q2 2026, selling an estimated $16.5K and leaving 4,997 shares worth $781K. The position accounts for 0.02% of the portfolio, ranked #376.

Daymark Wealth Partners first reported a position in DVY in Q4 2022 and has held it in 15 quarters since. The position peaked at $797K in Q2 2024. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Daymark Wealth Partners held 4,997 shares of iShares Select Dividend ETF worth $781K as of Q2 2026.
Daymark Wealth Partners sold 107 iShares Select Dividend ETF shares in Q2 2026, an estimated $16.5K.
iShares Select Dividend ETF made up 0.02% of Daymark Wealth Partners's portfolio in Q2 2026, its #376 holding.
Daymark Wealth Partners first reported a position in iShares Select Dividend ETF in Q4 2022 and has held it in 15 quarters since.
Daymark Wealth Partners's iShares Select Dividend ETF position peaked at $797K in Q2 2024.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.