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

Insight 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 		$323K Buy
2,135
+25
+1% +$3.77K 0.06% 176
2025
Q4 		$298K Buy
2,110
+7
+0.3% +$989 0.05% 216
2025
Q3 		$299K Buy
2,103
+6
+0.3% +$831 0.05% 212
2025
Q2 		$279K Buy
2,097
+7
+0.3% +$906 0.04% 230
2025
Q1 		$280K Buy
2,090
+9
+0.4% +$1.21K 0.05% 227
2024
Q4 		$272K Buy
2,081
+9
+0.4% +$1.23K 0.05% 243
2024
Q3 		$280K Buy
2,072
+9
+0.4% +$1.16K 0.05% 240
2024
Q2 		$249K Buy
2,063
+7
+0.3% +$850 0.05% 253
2024
Q1 		$253K Sell
2,056
-87
-4% -$10.2K 0.05% 254
2023
Q4 		$251K Buy
2,143
+16
+0.8% +$1.76K 0.05% 238
2023
Q3 		$229K Hold
2,127
– – 0.05% 245
2023
Q2 		$241K Buy
2,127
+4
+0.2% +$456 0.05% 246
2023
Q1 		$249K Sell
2,123
-46
-2% -$5.56K 0.06% 254
2022
Q4 		$261K Buy
2,169
+18
+0.8% +$2.13K 0.09% 265
2022
Q3 		$231K Sell
2,151
-10
-0.5% -$1.2K 0.09% 245
2022
Q2 		$261K Buy
2,161
+199
+10% +$24.9K 0.09% 249
2022
Q1 		$251K Buy
+1,962
New +$245K 0.08% 275
2021
Q2 		– Sell
-1,691
Closed -$200K – 315
2021
Q1 		$200K Buy
+1,691
New +$179K 0.06% 316

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

Insight Advisors's DVY Position: Q1 2026 in Review

Insight Advisors increased its iShares Select Dividend ETF (DVY) stake by 1.2% in Q1 2026, buying an estimated $3.77K and bringing the position to 2,135 shares worth $323K. The position accounts for 0.06% of the portfolio, ranked #176.

Insight Advisors first reported a position in DVY in Q1 2021 and has held it in 18 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • Insight Advisors held 2,135 shares of iShares Select Dividend ETF worth $323K as of Q1 2026.
  • Insight Advisors bought 25 iShares Select Dividend ETF shares in Q1 2026, an estimated $3.77K.
  • iShares Select Dividend ETF made up 0.06% of Insight Advisors's portfolio in Q1 2026, its #176 holding.
  • Insight Advisors first reported a position in iShares Select Dividend ETF in Q1 2021 and has held it in 18 quarters since.
  • 1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.