Integrated Advisors Network’s iShares Select Dividend ETF DVY Stock Holding History

Integrated Advisors 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 Q1	$1.57M	Sell	10,390 -21,828	-68%	-$3.3M	0.08%	240
2025 Q4	$4.55M	Sell	32,218 -2,982	-8%	-$421K	0.2%	120
2025 Q3	$5M	Sell	35,200 -171	-0.5%	-$23.7K	0.21%	115
2025 Q2	$4.7M	Sell	35,371 -381	-1%	-$49.3K	0.21%	118
2025 Q1	$4.8M	Sell	35,752 -14,003	-28%	-$1.88M	0.24%	94
2024 Q4	$6.53M	Buy	49,755 +8,087	+19%	+$1.1M	0.31%	75
2024 Q3	$5.63M	Buy	41,668 +6,642	+19%	+$859K	0.27%	93
2024 Q2	$4.24M	Sell	35,026 -2,031	-5%	-$247K	0.22%	120
2024 Q1	$4.56M	Sell	37,057 -1,469	-4%	-$172K	0.23%	119
2023 Q4	$4.52M	Sell	38,526 -4,782	-11%	-$526K	0.26%	107
2023 Q3	$4.66M	Sell	43,308 -915	-2%	-$104K	0.29%	92
2023 Q2	$5.01M	Sell	44,223 -1,204	-3%	-$137K	0.29%	93
2023 Q1	$5.32M	Sell	45,427 -391	-0.9%	-$47.3K	0.32%	82
2022 Q4	$5.53M	Sell	45,818 -4,194	-8%	-$496K	0.36%	75
2022 Q3	$5.36M	Buy	50,012 +2,211	+5%	+$265K	0.36%	63
2022 Q2	$5.63M	Buy	47,801 +22,229	+87%	+$2.78M	0.37%	66
2022 Q1	$3.28M	Buy	25,572 +8,371	+49%	+$1.05M	0.19%	141
2021 Q4	$2.11M	Buy	17,201 +1,504	+10%	+$179K	0.12%	182
2021 Q3	$1.8M	Buy	15,697 +10,501	+202%	+$1.23M	0.12%	179
2021 Q2	$606K	Buy	5,196 +2,465	+90%	+$293K	0.04%	320
2021 Q1	$312K	Buy	+2,731	New	+$289K	0.03%	423
2020 Q2	–	Sell	-3,972	Closed	-$292K	–	446
2020 Q1	$292K	Buy	3,972 +1,362	+52%	+$130K	0.06%	273
2019 Q4	$276K	Buy	+2,610	New	+$269K	0.04%	343

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

Integrated Advisors Network's DVY Position: Q1 2026 in Review

Integrated Advisors Network reduced its iShares Select Dividend ETF (DVY) stake by 68% in Q1 2026, selling an estimated $3.3M and leaving 10,390 shares worth $1.57M. The position accounts for 0.08% of the portfolio, ranked #240.

Integrated Advisors Network first reported a position in DVY in Q4 2019 and has held it in 23 quarters since. The position peaked at $6.53M in Q4 2024. 1,415 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Integrated Advisors Network held 10,390 shares of iShares Select Dividend ETF worth $1.57M as of Q1 2026.
Integrated Advisors Network sold 21,828 iShares Select Dividend ETF shares in Q1 2026, an estimated $3.3M.
iShares Select Dividend ETF made up 0.08% of Integrated Advisors Network's portfolio in Q1 2026, its #240 holding.
Integrated Advisors Network first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 23 quarters since.
Integrated Advisors Network's iShares Select Dividend ETF position peaked at $6.53M in Q4 2024.
1,415 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.