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

Founders Grove Wealth Partners’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	$237K	Sell	1,562 -14	-0.9%	-$2.11K	0.05%	148
2025 Q4	$222K	Hold	1,576	–	–	0.05%	141
2025 Q3	$224K	Buy	+1,576	New	+$218K	0.05%	130
2025 Q2	–	Sell	-1,497	Closed	-$201K	–	131
2025 Q1	$201K	Sell	1,497 -161	-10%	-$21.6K	0.06%	120
2024 Q4	$218K	Buy	+1,658	New	+$226K	0.06%	111

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

Founders Grove Wealth Partners's DVY Position: Q1 2026 in Review

Founders Grove Wealth Partners reduced its iShares Select Dividend ETF (DVY) stake by 0.89% in Q1 2026, selling an estimated $2.11K and leaving 1,562 shares worth $237K. The position accounts for 0.05% of the portfolio, ranked #148.

Founders Grove Wealth Partners first reported a position in DVY in Q4 2024 and has held it in 5 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Founders Grove Wealth Partners held 1,562 shares of iShares Select Dividend ETF worth $237K as of Q1 2026.
Founders Grove Wealth Partners sold 14 iShares Select Dividend ETF shares in Q1 2026, an estimated $2.11K.
iShares Select Dividend ETF made up 0.05% of Founders Grove Wealth Partners's portfolio in Q1 2026, its #148 holding.
Founders Grove Wealth Partners first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 5 quarters since.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q1 2026, filed 15 Apr 2026.