EW
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Elyxium Wealth’s iShares Select Dividend ETF DVY Stock Holding History

Elyxium Wealth’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
-366
Closed -$51.7K – 458
2025
Q4 		$51.7K Buy
+366
New +$51.7K 0.01% 346
2025
Q2 		– Sell
-2,355
Closed -$316K – 166
2025
Q1 		$316K Sell
2,355
-25
-1% -$3.35K 0.14% 119
2024
Q4 		$312K Buy
2,380
+30
+1% +$4.09K 0.19% 71
2024
Q3 		$317K Buy
+2,350
New +$304K 0.17% 94

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 $202B AUM 37.79% 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 $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $424B AUM 22.96% 1-Year Est. Return

Elyxium Wealth's DVY Position: Q1 2026 in Review

Elyxium Wealth sold out of iShares Select Dividend ETF (DVY) in Q1 2026, closing a stake of 366 shares — an estimated $51.7K sold.

Elyxium Wealth first reported a position in DVY in Q3 2024 and held it in 4 quarters. The position peaked at $317K in Q3 2024. 1,420 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • Elyxium Wealth reported no remaining iShares Select Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Elyxium Wealth sold 366 iShares Select Dividend ETF shares in Q1 2026, an estimated $51.7K.
  • Elyxium Wealth first reported a position in iShares Select Dividend ETF in Q3 2024 and held it in 4 quarters.
  • Elyxium Wealth's iShares Select Dividend ETF position peaked at $317K in Q3 2024.
  • 1,420 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Elyxium Wealth's 13F filing for Q1 2026, filed 6 May 2026.