Institute for Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Institute for Wealth Management’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	$232K	Hold	1,530	–	–	0.02%	489
2025 Q4	$216K	Hold	1,530	–	–	0.02%	515
2025 Q3	$217K	Sell	1,530 -100	-6%	-$13.8K	0.02%	532
2025 Q2	$216K	Sell	1,630 -376	-19%	-$48.7K	0.02%	521
2025 Q1	$269K	Hold	2,006	–	–	0.03%	442
2024 Q4	$263K	Hold	2,006	–	–	0.03%	428
2024 Q3	$271K	Hold	2,006	–	–	0.03%	441
2024 Q2	$243K	Buy	2,006 +226	+13%	+$27.4K	0.03%	442
2024 Q1	$219K	Sell	1,780 -173	-9%	-$20.3K	0.03%	465
2023 Q4	$229K	Sell	1,953 -280	-13%	-$30.8K	0.04%	428
2023 Q3	$240K	Hold	2,233	–	–	0.04%	392
2023 Q2	$253K	Sell	2,233 -196	-8%	-$22.3K	0.04%	402
2023 Q1	$285K	Buy	2,429 +165	+7%	+$20K	0.05%	369
2022 Q4	$273K	Buy	2,264 +127	+6%	+$15K	0.06%	367
2022 Q3	$229K	Hold	2,137	–	–	0.05%	394
2022 Q2	$251K	Hold	2,137	–	–	0.05%	441
2022 Q1	$274K	Buy	2,137 +32	+2%	+$4K	0.04%	449
2021 Q4	$258K	Sell	2,105 -85	-4%	-$10.1K	0.04%	411
2021 Q3	$251K	Buy	2,190 +53	+2%	+$6.2K	0.04%	415
2021 Q2	$249K	Sell	2,137 -6,043	-74%	-$719K	0.04%	419
2021 Q1	$933K	Sell	8,180 -2,564	-24%	-$271K	0.18%	152
2020 Q4	$1.03M	Sell	10,744 -1,090	-9%	-$98.9K	0.21%	121
2020 Q3	$965K	Sell	11,834 -1,430	-11%	-$119K	0.22%	119
2020 Q2	$1.07M	Hold	13,264	–	–	0.26%	102
2020 Q1	$975K	Sell	13,264 -2,740	-17%	-$262K	0.3%	89
2019 Q4	$1.69M	Sell	16,004 -175	-1%	-$18K	0.38%	56
2019 Q3	$1.65M	Sell	16,179 -1,513	-9%	-$151K	0.42%	53
2019 Q2	$1.76M	Buy	17,692 +15,204	+611%	+$1.5M	0.39%	58
2019 Q1	$244K	Buy	+2,488	New	+$238K	0.05%	375
2018 Q4	–	Sell	-17,149	Closed	-$1.71M	–	283
2018 Q3	$1.71M	Sell	17,149 -1,975	-10%	-$198K	0.58%	52
2018 Q2	$1.88M	Sell	19,124 -2	-0%	-$194	0.6%	49
2018 Q1	$1.86M	Buy	+19,126	New	+$1.87M	0.55%	52

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

Institute for Wealth Management's DVY Position: Q1 2026 in Review

Institute for Wealth Management held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 1,530 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #489.

Institute for Wealth Management first reported a position in DVY in Q1 2018 and has held it in 32 quarters since. The position peaked at $1.88M in Q2 2018. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Institute for Wealth Management held 1,530 shares of iShares Select Dividend ETF worth $232K as of Q1 2026.
Institute for Wealth Management left its iShares Select Dividend ETF share count unchanged in Q1 2026.
iShares Select Dividend ETF made up 0.02% of Institute for Wealth Management's portfolio in Q1 2026, its #489 holding.
Institute for Wealth Management first reported a position in iShares Select Dividend ETF in Q1 2018 and has held it in 32 quarters since.
Institute for Wealth Management's iShares Select Dividend ETF position peaked at $1.88M in Q2 2018.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.