Evelyn Partners’s iShares Select Dividend ETF DVY Stock Holding History

Evelyn Partners’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	$24.5M	Buy	+162,484	New	+$25M	0.05%	49

Other funds holding DVY

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Evelyn Partners's DVY Position: Q2 2026 in Review

Evelyn Partners opened a new position in iShares Select Dividend ETF (DVY) in Q2 2026: 162,484 shares worth $24.5M. The stake represents 0.05% of the portfolio and ranks #49 among its holdings.

1,370 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Evelyn Partners held 162,484 shares of iShares Select Dividend ETF worth $24.5M as of Q2 2026.
iShares Select Dividend ETF was a new Evelyn Partners position in Q2 2026.
iShares Select Dividend ETF made up 0.05% of Evelyn Partners's portfolio in Q2 2026, its #49 holding.
1,370 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.