EPW
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Evolve Private Wealth’s iShares Select Dividend ETF DVY Stock Holding History

Evolve Private 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
-3,044
Closed -$461K – 1063
2026
Q1 		$461K Sell
3,044
-50
-2% -$7.55K 0.02% 614
2025
Q4 		$437K Buy
+3,094
New +$437K 0.03% 579

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

Evolve Private Wealth's DVY Position: Q2 2026 in Review

Evolve Private Wealth sold out of iShares Select Dividend ETF (DVY) in Q2 2026, closing a stake of 3,044 shares — an estimated $461K sold.

Evolve Private Wealth first reported a position in DVY in Q4 2025 and held it in 2 quarters. The position peaked at $461K in Q1 2026. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Evolve Private Wealth reported no remaining iShares Select Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 3,044 iShares Select Dividend ETF shares in Q2 2026, an estimated $461K.
  • Evolve Private Wealth first reported a position in iShares Select Dividend ETF in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's iShares Select Dividend ETF position peaked at $461K in Q1 2026.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.