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

Helium 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 		$1.04M Buy
6,851
+31
+0.5% +$4.68K 0.99% 29
2025
Q4 		$963K Buy
6,820
+6
+0.1% +$848 0.97% 26
2025
Q3 		$968K Buy
6,814
+44
+0.6% +$6.09K 0.81% 28
2025
Q2 		$899K Sell
6,770
-67
-1% -$8.68K 0.57% 34
2025
Q1 		$918K Sell
6,837
-116
-2% -$15.6K 0.67% 29
2024
Q4 		$913K Buy
+6,953
New +$947K 0.72% 31

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Helium Advisors's DVY Position: Q1 2026 in Review

Helium Advisors increased its iShares Select Dividend ETF (DVY) stake by 0.45% in Q1 2026, buying an estimated $4.68K and bringing the position to 6,851 shares worth $1.04M. The position accounts for 0.99% of the portfolio, ranked #29.

Helium Advisors first reported a position in DVY in Q4 2024 and has held it in 6 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • Helium Advisors held 6,851 shares of iShares Select Dividend ETF worth $1.04M as of Q1 2026.
  • Helium Advisors bought 31 iShares Select Dividend ETF shares in Q1 2026, an estimated $4.68K.
  • iShares Select Dividend ETF made up 0.99% of Helium Advisors's portfolio in Q1 2026, its #29 holding.
  • Helium Advisors first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

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