Focus Partners Wealth
DVY icon

Focus Partners Wealth’s iShares Select Dividend ETF DVY Stock Holding History

Focus Partners 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
Q1 		$70.5M Sell
465,699
-526
-0.1% -$79.4K 0.08% 229
2025
Q4 		$65.8M Buy
466,225
+47,957
+11% +$6.77M 0.08% 242
2025
Q3 		$59.4M Sell
418,268
-2,080
-0.5% -$288K 0.1% 190
2025
Q2 		$55.8M Buy
420,348
+18,914
+5% +$2.45M 0.12% 171
2025
Q1 		$53.9M Sell
401,434
-2,284
-0.6% -$306K 0.14% 158
2024
Q4 		$53M Buy
403,718
+358,633
+795% +$48.9M 0.14% 151
2024
Q3 		$6.09M Sell
45,085
-727,863
-94% -$94.1M 0.02% 512
2024
Q2 		$93.5M Buy
772,948
+400,289
+107% +$48.6M 0.31% 74
2024
Q1 		$45.9M Buy
372,659
+346,319
+1,315% +$40.6M 0.37% 62
2023
Q4 		$3.09M Buy
+26,340
New +$2.9M 0.04% 295

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Focus Partners Wealth's DVY Position: Q1 2026 in Review

Focus Partners Wealth reduced its iShares Select Dividend ETF (DVY) stake by 0.11% in Q1 2026, selling an estimated $79.4K and leaving 465,699 shares worth $70.5M. The position accounts for 0.08% of the portfolio, ranked #229.

Focus Partners Wealth first reported a position in DVY in Q4 2023 and has held it in 10 quarters since. The position peaked at $93.5M in Q2 2024. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • Focus Partners Wealth held 465,699 shares of iShares Select Dividend ETF worth $70.5M as of Q1 2026.
  • Focus Partners Wealth sold 526 iShares Select Dividend ETF shares in Q1 2026, an estimated $79.4K.
  • iShares Select Dividend ETF made up 0.08% of Focus Partners Wealth's portfolio in Q1 2026, its #229 holding.
  • Focus Partners Wealth first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's iShares Select Dividend ETF position peaked at $93.5M in Q2 2024.
  • 1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.