Interchange Capital Partners’s iShares Select Dividend ETF DVY Stock Holding History

Interchange Capital Partners’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	$476K	Sell	3,548 -101	-3%	-$15.3K	0.15%	145
2025 Q4	$515K	Buy	3,649 +17	+0.5%	+$2.4K	0.1%	192
2025 Q3	$516K	Buy	3,632 +89	+3%	+$12.3K	0.1%	176
2025 Q2	$471K	Sell	3,543 -5	-0.1%	-$647	0.11%	158
2025 Q1	$476K	Sell	3,548 -45	-1%	-$6.03K	0.13%	143
2024 Q4	$472K	Sell	3,593 -168	-4%	-$22.9K	0.17%	135
2024 Q3	$508K	Sell	3,761 -162	-4%	-$20.9K	0.18%	137
2024 Q2	$475K	Buy	3,923 +454	+13%	+$55.1K	0.17%	142
2024 Q1	$427K	Buy	3,469 +216	+7%	+$25.3K	0.29%	85
2023 Q4	$381K	Buy	3,253 +72	+2%	+$7.92K	0.29%	86
2023 Q3	$342K	Buy	3,181 +54	+2%	+$6.14K	0.27%	87
2023 Q2	$354K	Sell	3,127 -363	-10%	-$41.4K	0.27%	94
2023 Q1	$409K	Sell	3,490 -26,010	-88%	-$3.15M	0.22%	114
2022 Q4	$3.56M	Buy	29,500 +25,493	+636%	+$3.02M	3.63%	5
2022 Q3	$429K	Buy	4,007 +1,024	+34%	+$123K	0.47%	58
2022 Q2	$351K	Sell	2,983 -307	-9%	-$38.4K	0.39%	79
2022 Q1	$421K	Buy	3,290 +2	+0.1%	+$250	0.43%	80
2021 Q4	$403K	Buy	3,288 +1,097	+50%	+$131K	0.4%	80
2021 Q3	$251K	Sell	2,191 -2,900	-57%	-$339K	0.42%	81
2021 Q2	$593K	Buy	5,091 +2,535	+99%	+$301K	0.92%	34
2021 Q1	$291K	Hold	2,556	–	–	0.16%	172
2020 Q4	$245K	Buy	+2,556	New	+$232K	0.13%	172

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

Interchange Capital Partners's DVY Position: Q1 2026 in Review

Interchange Capital Partners reduced its iShares Select Dividend ETF (DVY) stake by 2.8% in Q1 2026, selling an estimated $15.3K and leaving 3,548 shares worth $476K. The position accounts for 0.15% of the portfolio, ranked #145.

Interchange Capital Partners first reported a position in DVY in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.56M in Q4 2022. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Interchange Capital Partners held 3,548 shares of iShares Select Dividend ETF worth $476K as of Q1 2026.
Interchange Capital Partners sold 101 iShares Select Dividend ETF shares in Q1 2026, an estimated $15.3K.
iShares Select Dividend ETF made up 0.15% of Interchange Capital Partners's portfolio in Q1 2026, its #145 holding.
Interchange Capital Partners first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 22 quarters since.
Interchange Capital Partners's iShares Select Dividend ETF position peaked at $3.56M in Q4 2022.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.