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 Q2	$74.7M	Buy	478,071 +12,372	+3%	+$1.9M	0.08%	241
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth's DVY Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares Select Dividend ETF (DVY) stake by 2.7% in Q2 2026, buying an estimated $1.9M and bringing the position to 478,071 shares worth $74.7M. The position accounts for 0.08% of the portfolio, ranked #241.

Focus Partners Wealth first reported a position in DVY in Q4 2023 and has held it in 11 quarters since. The position peaked at $93.5M in Q2 2024. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Focus Partners Wealth held 478,071 shares of iShares Select Dividend ETF worth $74.7M as of Q2 2026.
Focus Partners Wealth bought 12,372 iShares Select Dividend ETF shares in Q2 2026, an estimated $1.9M.
iShares Select Dividend ETF made up 0.08% of Focus Partners Wealth's portfolio in Q2 2026, its #241 holding.
Focus Partners Wealth first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 11 quarters since.
Focus Partners Wealth's iShares Select Dividend ETF position peaked at $93.5M in Q2 2024.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

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