EverSource Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

EverSource Wealth Advisors’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	$49.8K	Sell	318 -100	-24%	-$15.4K	﹤0.01%	1782
2026 Q1	$63.3K	Sell	418 -14	-3%	-$2.11K	﹤0.01%	1729
2025 Q4	$60.9K	Hold	432	–	–	﹤0.01%	1620
2025 Q3	$61.3K	Hold	432	–	–	﹤0.01%	1556
2025 Q2	$57.3K	Sell	432 -50	-10%	-$6.47K	﹤0.01%	1531
2025 Q1	$64.7K	Hold	482	–	–	﹤0.01%	1113
2024 Q4	$63.2K	Hold	482	–	–	﹤0.01%	1083
2024 Q3	$65.1K	Hold	482	–	–	﹤0.01%	954
2024 Q2	$62.7K	Hold	482	–	–	﹤0.01%	987
2024 Q1	$57.5K	Buy	482 +32	+7%	+$3.75K	﹤0.01%	916
2023 Q4	$52.7K	Hold	450	–	–	﹤0.01%	878
2023 Q3	$48.4K	Hold	450	–	–	0.01%	821
2023 Q2	$51K	Hold	450	–	–	0.01%	827
2023 Q1	$52.7K	Buy	450 +250	+125%	+$30.2K	0.01%	778
2022 Q4	$24.1K	Buy	+200	New	+$23.7K	﹤0.01%	1006
2022 Q1	–	Sell	-734	Closed	-$90K	–	1747
2021 Q4	$90K	Buy	+734	New	+$87.5K	0.03%	319

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 22.9% 1-Year Est. Return

EverSource Wealth Advisors's DVY Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares Select Dividend ETF (DVY) stake by 24% in Q2 2026, selling an estimated $15.4K and leaving 318 shares worth $49.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1782.

EverSource Wealth Advisors first reported a position in DVY in Q4 2021 and has held it in 16 quarters since. The position peaked at $90K in Q4 2021. 1,428 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

EverSource Wealth Advisors held 318 shares of iShares Select Dividend ETF worth $49.8K as of Q2 2026.
EverSource Wealth Advisors sold 100 iShares Select Dividend ETF shares in Q2 2026, an estimated $15.4K.
iShares Select Dividend ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1782 holding.
EverSource Wealth Advisors first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 16 quarters since.
EverSource Wealth Advisors's iShares Select Dividend ETF position peaked at $90K in Q4 2021.
1,428 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.