High Note Wealth’s iShares Select Dividend ETF DVY Stock Holding History

High Note 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 Q1	$87.7K	Hold	579	–	–	0.02%	158
2025 Q4	$81.7K	Hold	579	–	–	0.02%	160
2025 Q3	$82.3K	Hold	579	–	–	0.02%	152
2025 Q2	$76.9K	Hold	579	–	–	0.02%	150
2025 Q1	$77.8K	Hold	579	–	–	0.02%	142
2024 Q4	$76K	Buy	+579	New	+$78.9K	0.02%	148

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

High Note Wealth's DVY Position: Q1 2026 in Review

High Note Wealth held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 579 shares worth $87.7K. The position accounts for 0.02% of the portfolio, ranked #158.

High Note Wealth 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.

High Note Wealth held 579 shares of iShares Select Dividend ETF worth $87.7K as of Q1 2026.
High Note Wealth left its iShares Select Dividend ETF share count unchanged in Q1 2026.
iShares Select Dividend ETF made up 0.02% of High Note Wealth's portfolio in Q1 2026, its #158 holding.
High Note Wealth 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 High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.