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

Elk River 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 Q1	$374K	Hold	2,471	–	–	0.06%	81
2025 Q4	$349K	Hold	2,471	–	–	0.06%	85
2025 Q3	$351K	Hold	2,471	–	–	0.06%	82
2025 Q2	$328K	Hold	2,471	–	–	0.06%	80
2025 Q1	$332K	Hold	2,471	–	–	0.06%	78
2024 Q4	$324K	Hold	2,471	–	–	0.06%	83
2024 Q3	$334K	Hold	2,471	–	–	0.06%	80
2024 Q2	$299K	Hold	2,471	–	–	0.06%	76
2024 Q1	$304K	Sell	2,471 -1,834	-43%	-$215K	0.06%	79
2023 Q4	$505K	Sell	4,305 -15	-0.3%	-$1.65K	0.1%	78
2023 Q3	$471K	Hold	4,320	–	–	0.1%	75
2023 Q2	$489K	Hold	4,320	–	–	0.1%	76
2023 Q1	$506K	Hold	4,320	–	–	0.11%	71
2022 Q4	$521K	Sell	4,320 -14	-0.3%	-$1.66K	0.13%	74
2022 Q3	$465K	Hold	4,334	–	–	0.12%	72
2022 Q2	$510K	Sell	4,334 -12	-0.3%	-$1.5K	0.13%	72
2022 Q1	$557K	Hold	4,346	–	–	0.12%	79
2021 Q4	$533K	Sell	4,346 -666	-13%	-$79.4K	0.12%	81
2021 Q3	$575K	Hold	5,012	–	–	0.15%	74
2021 Q2	$584K	Hold	5,012	–	–	0.15%	76
2021 Q1	$572K	Sell	5,012 -494	-9%	-$52.2K	0.16%	74
2020 Q4	$530K	Buy	+5,506	New	+$500K	0.18%	80

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 $173B AUM 20.72% 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 $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Elk River Wealth Management's DVY Position: Q1 2026 in Review

Elk River Wealth Management held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 2,471 shares worth $374K. The position accounts for 0.06% of the portfolio, ranked #81.

Elk River Wealth Management first reported a position in DVY in Q4 2020 and has held it in 22 quarters since. The position peaked at $584K in Q2 2021. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Elk River Wealth Management held 2,471 shares of iShares Select Dividend ETF worth $374K as of Q1 2026.
Elk River Wealth Management left its iShares Select Dividend ETF share count unchanged in Q1 2026.
iShares Select Dividend ETF made up 0.06% of Elk River Wealth Management's portfolio in Q1 2026, its #81 holding.
Elk River Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 22 quarters since.
Elk River Wealth Management's iShares Select Dividend ETF position peaked at $584K in Q2 2021.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.