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

EPG 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 		$62.8K Hold
415
– – 0.02% 219
2025
Q4 		$58.5K Buy
415
+1
+0.2% +$141 0.02% 219
2025
Q3 		$58.8K Buy
414
+1
+0.2% +$138 0.02% 216
2025
Q2 		$54.9K Hold
413
– – 0.02% 220
2025
Q1 		$55.4K Sell
413
-293
-42% -$39.3K 0.02% 282
2024
Q4 		$92.7K Sell
706
-497
-41% -$67.7K 0.02% 263
2024
Q3 		$162K Buy
+1,203
New +$156K 0.04% 246
2024
Q2 		– Sell
-1,196
Closed -$145K – 263
2024
Q1 		$147K Buy
1,196
+7
+0.6% +$820 0.04% 267
2023
Q4 		$135K Sell
1,189
-308
-21% -$33.9K 0.04% 258
2023
Q3 		$161K Sell
1,497
-1
-0.1% -$114 0.05% 244
2023
Q2 		$170K Sell
1,498
-317
-17% -$36.1K 0.05% 240
2023
Q1 		$213K Sell
1,815
-55
-3% -$6.65K 0.07% 224
2022
Q4 		$226K Sell
1,870
-887
-32% -$105K 0.09% 196
2022
Q3 		$296K Sell
2,757
-22
-0.8% -$2.64K 0.12% 155
2022
Q2 		$327K Buy
2,779
+18
+0.7% +$2.25K 0.14% 150
2022
Q1 		$354K Sell
2,761
-34
-1% -$4.25K 0.12% 155
2021
Q4 		$343K Sell
2,795
-393
-12% -$46.8K 0.12% 154
2021
Q3 		$366K Buy
3,188
+525
+20% +$61.4K 0.15% 137
2021
Q2 		$311K Buy
2,663
+27
+1% +$3.21K 0.13% 147
2021
Q1 		$301K Buy
2,636
+3
+0.1% +$317 0.15% 140
2020
Q4 		$253K Buy
2,633
+3
+0.1% +$272 0.15% 123
2020
Q3 		$214K Sell
2,630
-346
-12% -$28.9K 0.16% 119
2020
Q2 		$240K Sell
2,976
-85
-3% -$6.79K 0.17% 121
2020
Q1 		$225K Buy
3,061
+2,628
+607% +$251K 0.17% 113
2019
Q4 		$46K Buy
+433
New +$44.6K 0.03% 246

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

EPG Wealth Management's DVY Position: Q1 2026 in Review

EPG Wealth Management held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 415 shares worth $62.8K. The position accounts for 0.02% of the portfolio, ranked #219.

EPG Wealth Management first reported a position in DVY in Q4 2019 and has held it in 25 quarters since. The position peaked at $366K in Q3 2021. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • EPG Wealth Management held 415 shares of iShares Select Dividend ETF worth $62.8K as of Q1 2026.
  • EPG Wealth Management left its iShares Select Dividend ETF share count unchanged in Q1 2026.
  • iShares Select Dividend ETF made up 0.02% of EPG Wealth Management's portfolio in Q1 2026, its #219 holding.
  • EPG Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 25 quarters since.
  • EPG Wealth Management's iShares Select Dividend ETF position peaked at $366K in Q3 2021.
  • 1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.