IAG Wealth Partners’s iShares Select Dividend ETF DVY Stock Holding History

IAG Wealth Partners’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	–	Sell	-412	Closed	-$58.1K	–	513
2025 Q4	$58.1K	Buy	412 +5	+1%	+$706	0.01%	196
2025 Q3	$57.9K	Buy	407 +3	+0.7%	+$415	0.01%	201
2025 Q2	$53.6K	Buy	404 +4	+1%	+$518	0.01%	194
2025 Q1	$53.7K	Buy	+400	New	+$53.6K	0.01%	192
2024 Q2	–	Sell	-119	Closed	-$14.7K	–	506
2024 Q1	$14.7K	Buy	+119	New	+$13.9K	﹤0.01%	269
2021 Q3	–	Sell	-21	Closed	-$3K	–	394
2021 Q2	$3K	Buy	+21	New	+$2.5K	﹤0.01%	333
2020 Q3	–	Sell	-263	Closed	-$22K	–	381
2020 Q2	$22K	Buy	263 +2	+0.8%	+$160	0.01%	155
2020 Q1	$20K	Buy	261 +33	+14%	+$3.15K	0.01%	148
2019 Q4	$25K	Buy	+228	New	+$23.5K	0.02%	160

Other funds holding DVY

Bank of America

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 $501B 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $376B 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 $1.47T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return