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Diversified Portfolios Inc’s iShares Select Dividend ETF DVY Stock Holding History

Diversified Portfolios Inc’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 		$304K Buy
2,006
+506
+34% +$76.4K 0.03% 150
2025
Q4 		$212K Hold
1,500
– – 0.02% 178
2025
Q3 		$213K Buy
+1,500
New +$208K 0.02% 163

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Diversified Portfolios Inc's DVY Position: Q1 2026 in Review

Diversified Portfolios Inc increased its iShares Select Dividend ETF (DVY) stake by 34% in Q1 2026, buying an estimated $76.4K and bringing the position to 2,006 shares worth $304K. The position accounts for 0.03% of the portfolio, ranked #150.

Diversified Portfolios Inc first reported a position in DVY in Q3 2025 and has held it in 3 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • Diversified Portfolios Inc held 2,006 shares of iShares Select Dividend ETF worth $304K as of Q1 2026.
  • Diversified Portfolios Inc bought 506 iShares Select Dividend ETF shares in Q1 2026, an estimated $76.4K.
  • iShares Select Dividend ETF made up 0.03% of Diversified Portfolios Inc's portfolio in Q1 2026, its #150 holding.
  • Diversified Portfolios Inc first reported a position in iShares Select Dividend ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.