Empower Advisory Group’s iShares Select Dividend ETF DVY Stock Holding History

Empower Advisory Group’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 Q2	$220K	Buy	+1,407	New	+$217K	﹤0.01%	500
2026 Q1	–	Sell	-1,825	Closed	-$258K	–	519
2025 Q4	$258K	Buy	+1,825	New	+$258K	﹤0.01%	439
2023 Q3	–	Sell	-1,772	Closed	-$201K	–	467
2023 Q2	$201K	Sell	1,772 -774	-30%	-$88.2K	﹤0.01%	469
2023 Q1	$299K	Buy	+2,546	New	+$308K	﹤0.01%	385

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Empower Advisory Group's DVY Position: Q2 2026 in Review

Empower Advisory Group opened a new position in iShares Select Dividend ETF (DVY) in Q2 2026: 1,407 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #500 among its holdings. This is a return to the name: Empower Advisory Group previously reported a position in DVY as recently as Q4 2025.

Empower Advisory Group first reported a position in DVY in Q1 2023 and has held it in 4 quarters since. The position peaked at $299K in Q1 2023. 1,420 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Empower Advisory Group held 1,407 shares of iShares Select Dividend ETF worth $220K as of Q2 2026.
iShares Select Dividend ETF was a new Empower Advisory Group position in Q2 2026.
iShares Select Dividend ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #500 holding.
Empower Advisory Group first reported a position in iShares Select Dividend ETF in Q1 2023 and has held it in 4 quarters since.
Empower Advisory Group's iShares Select Dividend ETF position peaked at $299K in Q1 2023.
1,420 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.