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

Intellus 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	–	Sell	-1,499	Closed	-$212K	–	132
2025 Q4	$212K	Sell	1,499 -1	-0.1%	-$141	0.03%	124
2025 Q3	$213K	Buy	+1,500	New	+$208K	0.03%	125

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

Intellus Advisors's DVY Position: Q1 2026 in Review

Intellus Advisors sold out of iShares Select Dividend ETF (DVY) in Q1 2026, closing a stake of 1,499 shares — an estimated $212K sold.

Intellus Advisors first reported a position in DVY in Q3 2025 and held it in 2 quarters. The position peaked at $213K in Q3 2025. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Intellus Advisors reported no remaining iShares Select Dividend ETF position as of Q1 2026 after selling out during the quarter.
Intellus Advisors sold 1,499 iShares Select Dividend ETF shares in Q1 2026, an estimated $212K.
Intellus Advisors first reported a position in iShares Select Dividend ETF in Q3 2025 and held it in 2 quarters.
Intellus Advisors's iShares Select Dividend ETF position peaked at $213K in Q3 2025.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Intellus Advisors's 13F filing for Q1 2026, filed 7 May 2026.