FDW
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Fourth Dimension Wealth’s iShares Select Dividend ETF DVY Stock Holding History

Fourth Dimension 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 		$320K Sell
2,050
-100
-5% -$15.4K 0.1% 130
2026
Q1 		$326K Buy
+2,150
New +$325K 0.12% 106

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

Fourth Dimension Wealth's DVY Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its iShares Select Dividend ETF (DVY) stake by 4.7% in Q2 2026, selling an estimated $15.4K and leaving 2,050 shares worth $320K. The position accounts for 0.1% of the portfolio, ranked #130.

Fourth Dimension Wealth first reported a position in DVY in Q1 2026 and has held it in 2 quarters since. The position peaked at $326K in Q1 2026. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Fourth Dimension Wealth held 2,050 shares of iShares Select Dividend ETF worth $320K as of Q2 2026.
  • Fourth Dimension Wealth sold 100 iShares Select Dividend ETF shares in Q2 2026, an estimated $15.4K.
  • iShares Select Dividend ETF made up 0.1% of Fourth Dimension Wealth's portfolio in Q2 2026, its #130 holding.
  • Fourth Dimension Wealth first reported a position in iShares Select Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • Fourth Dimension Wealth's iShares Select Dividend ETF position peaked at $326K in Q1 2026.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.