Envestnet Portfolio Solutions’s iShares Select Dividend ETF DVY Stock Holding History

Envestnet Portfolio Solutions’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	$1.7M	Sell	10,888 -773	-7%	-$119K	0.01%	534
2026 Q1	$1.77M	Sell	11,661 -15,161	-57%	-$2.29M	0.01%	487
2025 Q4	$3.79M	Buy	26,822 +334	+1%	+$47.2K	0.01%	420
2025 Q3	$3.76M	Buy	26,488 +2,881	+12%	+$399K	0.01%	409
2025 Q2	$3.14M	Sell	23,607 -2,116	-8%	-$274K	0.01%	455
2025 Q1	$3.45M	Sell	25,723 -3,926	-13%	-$526K	0.01%	451
2024 Q4	$3.89M	Sell	29,649 -3,073	-9%	-$419K	0.01%	458
2024 Q3	$4.42M	Sell	32,722 -3,763	-10%	-$487K	0.01%	420
2024 Q2	$4.41M	Sell	36,485 -3,946	-10%	-$479K	0.02%	398
2024 Q1	$4.98M	Buy	40,431 +18,977	+88%	+$2.22M	0.02%	378
2023 Q4	$2.51M	Buy	21,454 +7,649	+55%	+$842K	0.01%	525
2023 Q3	$1.49M	Buy	+13,805	New	+$1.57M	0.01%	636

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

Envestnet Portfolio Solutions's DVY Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its iShares Select Dividend ETF (DVY) stake by 6.6% in Q2 2026, selling an estimated $119K and leaving 10,888 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #534.

Envestnet Portfolio Solutions first reported a position in DVY in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.98M in Q1 2024. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Envestnet Portfolio Solutions held 10,888 shares of iShares Select Dividend ETF worth $1.7M as of Q2 2026.
Envestnet Portfolio Solutions sold 773 iShares Select Dividend ETF shares in Q2 2026, an estimated $119K.
iShares Select Dividend ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #534 holding.
Envestnet Portfolio Solutions first reported a position in iShares Select Dividend ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's iShares Select Dividend ETF position peaked at $4.98M in Q1 2024.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.