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Dumont & Blake Investment Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Dumont & Blake Investment Advisors’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
2018
Q2 		– Sell
-200
Closed -$19K – 186
2018
Q1 		$19K Hold
200
– – 0.01% 180
2017
Q4 		$20K Buy
+200
New +$19.2K 0.01% 191

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

Dumont & Blake Investment Advisors's DVY Position: Q1 2026 in Review

Dumont & Blake Investment Advisors reduced its iShares Select Dividend ETF (DVY) stake by 1.2% in Q1 2026, selling an estimated $117K and leaving 61,686 shares worth $9.34M. The position accounts for 2.34% of the portfolio, ranked #8.

Dumont & Blake Investment Advisors first reported a position in DVY in Q3 2013 and has held it in 51 quarters since. The position peaked at $16M in Q2 2024. 1,416 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • Dumont & Blake Investment Advisors held 61,686 shares of iShares Select Dividend ETF worth $9.34M as of Q1 2026.
  • Dumont & Blake Investment Advisors sold 776 iShares Select Dividend ETF shares in Q1 2026, an estimated $117K.
  • iShares Select Dividend ETF made up 2.34% of Dumont & Blake Investment Advisors's portfolio in Q1 2026, its #8 holding.
  • Dumont & Blake Investment Advisors first reported a position in iShares Select Dividend ETF in Q3 2013 and has held it in 51 quarters since.
  • Dumont & Blake Investment Advisors's iShares Select Dividend ETF position peaked at $16M in Q2 2024.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.