Evergreen Capital Management’s iShares Select Dividend ETF DVY Stock Holding History

Evergreen Capital 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 Q2	$211K	Hold	1,351	–	–	﹤0.01%	1439
2026 Q1	$205K	Buy	+1,351	New	+$204K	﹤0.01%	1390
2024 Q3	–	Sell	-1,952	Closed	-$236K	–	1022
2024 Q2	$236K	Buy	+1,952	New	+$237K	0.01%	768

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

Evergreen Capital Management's DVY Position: Q2 2026 in Review

Evergreen Capital Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,351 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

Evergreen Capital Management first reported a position in DVY in Q2 2024 and has held it in 3 quarters since. The position peaked at $236K in Q2 2024. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Evergreen Capital Management held 1,351 shares of iShares Select Dividend ETF worth $211K as of Q2 2026.
Evergreen Capital Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1439 holding.
Evergreen Capital Management first reported a position in iShares Select Dividend ETF in Q2 2024 and has held it in 3 quarters since.
Evergreen Capital Management's iShares Select Dividend ETF position peaked at $236K in Q2 2024.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.