Greenspring Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Greenspring Advisors’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	$211K	Hold	1,350	–	–	0.01%	325
2026 Q1	$204K	Buy	+1,350	New	+$204K	0.01%	302
2023 Q4	–	Sell	-2,222	Closed	-$239K	–	82
2023 Q3	$239K	Hold	2,222	–	–	0.08%	52
2023 Q2	$252K	Sell	2,222 -1,694	-43%	-$193K	0.08%	52
2023 Q1	$459K	Buy	3,916 +344	+10%	+$41.6K	0.1%	70
2022 Q4	$431K	Hold	3,572	–	–	0.11%	65
2022 Q3	$383K	Hold	3,572	–	–	0.12%	68
2022 Q2	$420K	Hold	3,572	–	–	0.12%	67
2022 Q1	$458K	Hold	3,572	–	–	0.12%	61
2021 Q4	$438K	Buy	+3,572	New	+$426K	0.11%	62

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

Greenspring Advisors's DVY Position: Q2 2026 in Review

Greenspring Advisors held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,350 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #325.

Greenspring Advisors first reported a position in DVY in Q4 2021 and has held it in 10 quarters since. The position peaked at $459K in Q1 2023. 1,425 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Greenspring Advisors held 1,350 shares of iShares Select Dividend ETF worth $211K as of Q2 2026.
Greenspring Advisors left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.01% of Greenspring Advisors's portfolio in Q2 2026, its #325 holding.
Greenspring Advisors first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 10 quarters since.
Greenspring Advisors's iShares Select Dividend ETF position peaked at $459K in Q1 2023.
1,425 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Greenspring Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.