EW
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Evoke Wealth’s iShares Select Dividend ETF DVY Stock Holding History

Evoke Wealth’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 		– Sell
-21,354
Closed -$3.23M – 179
2026
Q1 		$3.23M Buy
21,354
+19
+0.1% +$2.87K 0.06% 119
2025
Q4 		$3.01M Buy
21,335
+28
+0.1% +$3.96K 0.06% 131
2025
Q3 		$3.03M Buy
21,307
+5,241
+33% +$726K 0.06% 123
2025
Q2 		$2.13M Buy
16,066
+1,014
+7% +$131K 0.05% 140
2025
Q1 		$2.02M Buy
15,052
+1,409
+10% +$189K 0.05% 134
2024
Q4 		$1.79M Sell
13,643
-150
-1% -$20.4K 0.05% 138
2024
Q3 		$1.86M Buy
+13,793
New +$1.78M 0.05% 127
2024
Q2 		– Sell
-11,993
Closed -$1.48M – 184
2024
Q1 		$1.48M Buy
+11,993
New +$1.4M 0.04% 140
2023
Q4 		– Sell
-11,993
Closed -$1.31M – 167
2023
Q3 		$1.31M Hold
11,993
– – 0.05% 156
2023
Q2 		$1.36M Hold
11,993
– – 0.05% 140
2023
Q1 		$1.41M Hold
11,993
– – 0.05% 134
2022
Q4 		$1.45M Hold
11,993
– – 0.05% 137
2022
Q3 		$1.29M Hold
11,993
– – 0.05% 131
2022
Q2 		$1.41M Hold
11,993
– – 0.05% 132
2022
Q1 		$1.54M Sell
11,993
-440
-4% -$55K 0.05% 137
2021
Q4 		$1.52M Buy
12,433
+455
+4% +$54.2K 0.05% 138
2021
Q3 		$1.37M Buy
11,978
+11
+0.1% +$1.29K 0.05% 147
2021
Q2 		$1.4M Buy
11,967
+413
+4% +$49.1K 0.05% 145
2021
Q1 		$1.32M Buy
11,554
+8,535
+283% +$902K 0.06% 133
2020
Q4 		$290K Sell
3,019
-414
-12% -$37.6K 0.02% 201
2020
Q3 		$280K Buy
3,433
+15
+0.4% +$1.25K 0.02% 179
2020
Q2 		$276K Buy
3,418
+2,818
+470% +$225K 0.03% 166
2020
Q1 		$44.1K Buy
+600
New +$57.3K 0.01% 353
2019
Q4 		– Sell
-4,612
Closed -$470K – 1301
2019
Q3 		$470K Buy
+4,612
New +$460K 0.06% 151

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Evoke Wealth's DVY Position: Q2 2026 in Review

Evoke Wealth sold out of iShares Select Dividend ETF (DVY) in Q2 2026, closing a stake of 21,354 shares — an estimated $3.23M sold.

Evoke Wealth first reported a position in DVY in Q3 2019 and held it in 24 quarters. The position peaked at $3.23M in Q1 2026. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Evoke Wealth reported no remaining iShares Select Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 21,354 iShares Select Dividend ETF shares in Q2 2026, an estimated $3.23M.
  • Evoke Wealth first reported a position in iShares Select Dividend ETF in Q3 2019 and held it in 24 quarters.
  • Evoke Wealth's iShares Select Dividend ETF position peaked at $3.23M in Q1 2026.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.