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 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 $1.37T 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

Greenspring Advisors's DVY Position: Q1 2026 in Review

Greenspring Advisors opened a new position in iShares Select Dividend ETF (DVY) in Q1 2026: 1,350 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #302 among its holdings. This is a return to the name: Greenspring Advisors previously reported a position in DVY as recently as Q3 2023.

Greenspring Advisors first reported a position in DVY in Q4 2021 and has held it in 9 quarters since. The position peaked at $459K in Q1 2023. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Greenspring Advisors held 1,350 shares of iShares Select Dividend ETF worth $204K as of Q1 2026.
iShares Select Dividend ETF was a new Greenspring Advisors position in Q1 2026.
iShares Select Dividend ETF made up 0.01% of Greenspring Advisors's portfolio in Q1 2026, its #302 holding.
Greenspring Advisors first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 9 quarters since.
Greenspring Advisors's iShares Select Dividend ETF position peaked at $459K in Q1 2023.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Greenspring Advisors's 13F filing for Q1 2026, filed 5 May 2026.