Financial Consulate’s iShares Select Dividend ETF DVY Stock Holding History

Financial Consulate’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	$15.9K	Hold	105	–	–	﹤0.01%	534
2025 Q4	$14.8K	Hold	105	–	–	﹤0.01%	533
2025 Q3	$14.9K	Buy	+105	New	+$14.5K	﹤0.01%	500
2023 Q4	–	Sell	-3,217	Closed	-$346K	–	38
2023 Q3	$346K	Buy	3,217 +99	+3%	+$11.3K	0.15%	30
2023 Q2	$353K	Sell	3,118 -639	-17%	-$72.8K	0.15%	34
2023 Q1	$440K	Sell	3,757 -534	-12%	-$64.6K	0.15%	80
2022 Q4	$517K	Buy	+4,291	New	+$508K	0.18%	67
2020 Q2	–	Sell	-3,321	Closed	-$244K	–	101
2020 Q1	$244K	Buy	3,321 +699	+27%	+$66.8K	0.14%	81
2019 Q4	$277K	Sell	2,622 -56	-2%	-$5.77K	0.12%	87
2019 Q3	$273K	Hold	2,678	–	–	0.12%	84
2019 Q2	$267K	Hold	2,678	–	–	0.12%	85
2019 Q1	$263K	Buy	+2,678	New	+$257K	0.12%	94

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

Financial Consulate's DVY Position: Q1 2026 in Review

Financial Consulate held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 105 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Financial Consulate first reported a position in DVY in Q1 2019 and has held it in 12 quarters since. The position peaked at $517K in Q4 2022. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Financial Consulate held 105 shares of iShares Select Dividend ETF worth $15.9K as of Q1 2026.
Financial Consulate left its iShares Select Dividend ETF share count unchanged in Q1 2026.
iShares Select Dividend ETF made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #534 holding.
Financial Consulate first reported a position in iShares Select Dividend ETF in Q1 2019 and has held it in 12 quarters since.
Financial Consulate's iShares Select Dividend ETF position peaked at $517K in Q4 2022.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.