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	–	504
2024 Q1	$14.7K	Buy	+119	New	+$13.9K	﹤0.01%	269
2021 Q3	–	Sell	-21	Closed	-$3K	–	393
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 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IAG Wealth Partners's DVY Position: Q1 2026 in Review

IAG Wealth Partners sold out of iShares Select Dividend ETF (DVY) in Q1 2026, closing a stake of 412 shares — an estimated $58.1K sold.

IAG Wealth Partners first reported a position in DVY in Q4 2019 and held it in 9 quarters. The position peaked at $58.1K in Q4 2025. 1,425 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

IAG Wealth Partners reported no remaining iShares Select Dividend ETF position as of Q1 2026 after selling out during the quarter.
IAG Wealth Partners sold 412 iShares Select Dividend ETF shares in Q1 2026, an estimated $58.1K.
IAG Wealth Partners first reported a position in iShares Select Dividend ETF in Q4 2019 and held it in 9 quarters.
IAG Wealth Partners's iShares Select Dividend ETF position peaked at $58.1K in Q4 2025.
1,425 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.