Dixon Fnancial Services’s iShares Select Dividend ETF DVY Stock Holding History

Dixon Fnancial Services’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	–	Sell	-2,805	Closed	-$396K	–	45
2025 Q4	$396K	Hold	2,805	–	–	0.18%	29
2025 Q3	$399K	Hold	2,805	–	–	0.18%	29
2025 Q2	$373K	Hold	2,805	–	–	0.19%	27
2025 Q1	$377K	Hold	2,805	–	–	0.2%	26
2024 Q4	$368K	Hold	2,805	–	–	0.2%	25
2024 Q3	$379K	Hold	2,805	–	–	0.2%	25
2024 Q2	$339K	Sell	2,805 -25	-0.9%	-$3.04K	0.19%	24
2024 Q1	$349K	Hold	2,830	–	–	0.19%	24
2023 Q4	$332K	Hold	2,830	–	–	0.2%	17
2023 Q3	$305K	Hold	2,830	–	–	0.21%	17
2023 Q2	$321K	Buy	2,830 +25	+0.9%	+$2.85K	0.21%	18
2023 Q1	$329K	Hold	2,805	–	–	0.22%	18
2022 Q4	$338K	Hold	2,805	–	–	0.24%	17
2022 Q3	$301K	Hold	2,805	–	–	0.24%	17
2022 Q2	$330K	Hold	2,805	–	–	0.24%	17
2022 Q1	$359K	Hold	2,805	–	–	0.27%	18
2021 Q4	$344K	Buy	+2,805	New	+$334K	0.25%	19

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 $202B AUM 37.79% 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 $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Dixon Fnancial Services's DVY Position: Q1 2026 in Review

Dixon Fnancial Services sold out of iShares Select Dividend ETF (DVY) in Q1 2026, closing a stake of 2,805 shares — an estimated $396K sold.

Dixon Fnancial Services first reported a position in DVY in Q4 2021 and held it in 17 quarters. The position peaked at $399K in Q3 2025. 1,419 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Dixon Fnancial Services reported no remaining iShares Select Dividend ETF position as of Q1 2026 after selling out during the quarter.
Dixon Fnancial Services sold 2,805 iShares Select Dividend ETF shares in Q1 2026, an estimated $396K.
Dixon Fnancial Services first reported a position in iShares Select Dividend ETF in Q4 2021 and held it in 17 quarters.
Dixon Fnancial Services's iShares Select Dividend ETF position peaked at $399K in Q3 2025.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Dixon Fnancial Services's 13F filing for Q1 2026, filed 15 Apr 2026.