Evolution Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
Evolution Wealth Management's DVY Position: Q2 2026 in Review
Evolution Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 99% in Q2 2026, selling an estimated $190K and leaving 15 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #806.
Evolution Wealth Management first reported a position in DVY in Q2 2025 and has held it in 4 quarters since. The position peaked at $189K in Q1 2026. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- Evolution Wealth Management held 15 shares of iShares Select Dividend ETF worth $2.35K as of Q2 2026.
- Evolution Wealth Management sold 1,232 iShares Select Dividend ETF shares in Q2 2026, an estimated $190K.
- iShares Select Dividend ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #806 holding.
- Evolution Wealth Management first reported a position in iShares Select Dividend ETF in Q2 2025 and has held it in 4 quarters since.
- Evolution Wealth Management's iShares Select Dividend ETF position peaked at $189K in Q1 2026.
- 1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.