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

Evolution 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	$189K	Buy	1,247 +9	+0.7%	+$1.36K	0.14%	109
2025 Q4	$175K	Buy	+1,238	New	+$175K	0.14%	110
2025 Q3	–	Sell	-1,199	Closed	-$159K	–	618
2025 Q2	$159K	Buy	+1,199	New	+$155K	0.2%	88

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Evolution Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 0.73% in Q1 2026, buying an estimated $1.36K and bringing the position to 1,247 shares worth $189K. The position accounts for 0.14% of the portfolio, ranked #109.

Evolution Wealth Management first reported a position in DVY in Q2 2025 and has held it in 3 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Evolution Wealth Management held 1,247 shares of iShares Select Dividend ETF worth $189K as of Q1 2026.
Evolution Wealth Management bought 9 iShares Select Dividend ETF shares in Q1 2026, an estimated $1.36K.
iShares Select Dividend ETF made up 0.14% of Evolution Wealth Management's portfolio in Q1 2026, its #109 holding.
Evolution Wealth Management first reported a position in iShares Select Dividend ETF in Q2 2025 and has held it in 3 quarters since.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.