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

Integris 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 Q2	$623K	Sell	3,987 -10	-0.3%	-$1.54K	0.13%	57
2026 Q1	$605K	Sell	3,997 -39	-1%	-$5.89K	0.14%	50
2025 Q4	$570K	Hold	4,036	–	–	0.13%	59
2025 Q3	$574K	Hold	4,036	–	–	0.14%	57
2025 Q2	$536K	Buy	4,036 +281	+7%	+$36.4K	0.14%	55
2025 Q1	$504K	Buy	3,755 +38	+1%	+$5.09K	0.14%	49
2024 Q4	$488K	Sell	3,717 -208	-5%	-$28.3K	0.14%	54
2024 Q3	$530K	Sell	3,925 -211	-5%	-$27.3K	0.15%	46
2024 Q2	$500K	Sell	4,136 -35	-0.8%	-$4.25K	0.14%	44
2024 Q1	$514K	Sell	4,171 -209	-5%	-$24.5K	0.14%	47
2023 Q4	$513K	Buy	4,380 +99	+2%	+$10.9K	0.15%	47
2023 Q3	$461K	Buy	4,281 +79	+2%	+$8.98K	0.15%	45
2023 Q2	$476K	Hold	4,202	–	–	0.17%	43
2023 Q1	$492K	Sell	4,202 -371	-8%	-$44.9K	0.18%	41
2022 Q4	$552K	Buy	+4,573	New	+$541K	0.22%	41

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

Integris Wealth Management's DVY Position: Q2 2026 in Review

Integris Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 0.25% in Q2 2026, selling an estimated $1.54K and leaving 3,987 shares worth $623K. The position accounts for 0.13% of the portfolio, ranked #57.

Integris Wealth Management first reported a position in DVY in Q4 2022 and has held it in 15 quarters since. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Integris Wealth Management held 3,987 shares of iShares Select Dividend ETF worth $623K as of Q2 2026.
Integris Wealth Management sold 10 iShares Select Dividend ETF shares in Q2 2026, an estimated $1.54K.
iShares Select Dividend ETF made up 0.13% of Integris Wealth Management's portfolio in Q2 2026, its #57 holding.
Integris Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2022 and has held it in 15 quarters since.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Integris Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.