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

Jamison Private 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	$485K	Buy	3,104 +4	+0.1%	+$616	0.05%	175
2026 Q1	$469K	Buy	3,100 +4	+0.1%	+$604	0.06%	159
2025 Q4	$437K	Buy	3,096 +6	+0.2%	+$848	0.05%	165
2025 Q3	$439K	Buy	3,090 +4	+0.1%	+$554	0.06%	164
2025 Q2	$410K	Buy	3,086 +5	+0.2%	+$647	0.06%	161
2025 Q1	$414K	Buy	3,081 +4	+0.1%	+$536	0.06%	155
2024 Q4	$404K	Buy	3,077 +4	+0.1%	+$545	0.06%	156
2024 Q3	$415K	Buy	3,073 +4	+0.1%	+$517	0.06%	143
2024 Q2	$371K	Buy	3,069 +3	+0.1%	+$364	0.06%	142
2024 Q1	$378K	Buy	3,066 +2,003	+188%	+$235K	0.06%	144
2023 Q4	$125K	Buy	1,063 +10	+0.9%	+$1.1K	0.02%	194
2023 Q3	$113K	Buy	+1,053	New	+$120K	0.02%	192

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

Jamison Private Wealth Management's DVY Position: Q2 2026 in Review

Jamison Private Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 0.13% in Q2 2026, buying an estimated $616 and bringing the position to 3,104 shares worth $485K. The position accounts for 0.05% of the portfolio, ranked #175.

Jamison Private Wealth Management first reported a position in DVY in Q3 2023 and has held it in 12 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Jamison Private Wealth Management held 3,104 shares of iShares Select Dividend ETF worth $485K as of Q2 2026.
Jamison Private Wealth Management bought 4 iShares Select Dividend ETF shares in Q2 2026, an estimated $616.
iShares Select Dividend ETF made up 0.05% of Jamison Private Wealth Management's portfolio in Q2 2026, its #175 holding.
Jamison Private Wealth Management first reported a position in iShares Select Dividend ETF in Q3 2023 and has held it in 12 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.