Independent Wealth Network’s iShares Select Dividend ETF DVY Stock Holding History

Independent Wealth Network’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 Q2	$1.29M	Buy	8,271 +1	+0%	+$154	0.33%	78
2026 Q1	$1.25M	Sell	8,270 -23	-0.3%	-$3.47K	0.37%	70
2025 Q4	$1.17M	Sell	8,293 -9	-0.1%	-$1.27K	0.36%	69
2025 Q3	$1.18M	Sell	8,302 -51	-0.6%	-$7.06K	0.38%	67
2025 Q2	$1.11M	Buy	8,353 +70	+0.8%	+$9.06K	0.4%	62
2025 Q1	$1.11M	Sell	8,283 -6	-0.1%	-$805	0.44%	57
2024 Q4	$1.09M	Buy	8,289 +1,222	+17%	+$166K	0.44%	57
2024 Q3	$955K	Sell	7,067 -245	-3%	-$31.7K	0.42%	61
2024 Q2	$885K	Sell	7,312 -351	-5%	-$42.6K	0.41%	64
2024 Q1	$944K	Sell	7,663 -42	-0.5%	-$4.92K	0.44%	55
2023 Q4	$903K	Buy	7,705 +1,147	+17%	+$126K	0.48%	53
2023 Q3	$706K	Sell	6,558 -436	-6%	-$49.6K	0.43%	56
2023 Q2	$792K	Sell	6,994 -718	-9%	-$81.8K	0.48%	50
2023 Q1	$904K	Sell	7,712 -155	-2%	-$18.7K	0.58%	41
2022 Q4	$949K	Buy	7,867 +95	+1%	+$11.2K	0.65%	32
2022 Q3	$833K	Buy	7,772 +3	+0%	+$360	0.65%	34
2022 Q2	$914K	Buy	7,769 +196	+3%	+$24.5K	0.66%	36
2022 Q1	$970K	Sell	7,573 -310	-4%	-$38.7K	0.62%	40
2021 Q4	$966K	Buy	7,883 +516	+7%	+$61.5K	0.59%	43
2021 Q3	$883K	Buy	+7,367	New	+$861K	0.58%	43

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

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

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

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

Independent Wealth Network's DVY Position: Q2 2026 in Review

Independent Wealth Network increased its iShares Select Dividend ETF (DVY) stake by 0.01% in Q2 2026, buying an estimated $154 and bringing the position to 8,271 shares worth $1.29M. The position accounts for 0.33% of the portfolio, ranked #78.

Independent Wealth Network first reported a position in DVY in Q3 2021 and has held it in 20 quarters since. 1,422 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Independent Wealth Network held 8,271 shares of iShares Select Dividend ETF worth $1.29M as of Q2 2026.
Independent Wealth Network bought 1 iShares Select Dividend ETF share in Q2 2026, an estimated $154.
iShares Select Dividend ETF made up 0.33% of Independent Wealth Network's portfolio in Q2 2026, its #78 holding.
Independent Wealth Network first reported a position in iShares Select Dividend ETF in Q3 2021 and has held it in 20 quarters since.
1,422 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.