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John A. Wolfe & Associates’s iShares Select Dividend ETF DVY Stock Holding History

John A. Wolfe & Associates’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 		$196K Hold
1,251
– – 0.27% 31
2026
Q1 		$189K Buy
+1,251
New +$189K 0.29% 28

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

John A. Wolfe & Associates's DVY Position: Q2 2026 in Review

John A. Wolfe & Associates held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,251 shares worth $196K. The position accounts for 0.27% of the portfolio, ranked #31.

John A. Wolfe & Associates first reported a position in DVY in Q1 2026 and has held it in 2 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • John A. Wolfe & Associates held 1,251 shares of iShares Select Dividend ETF worth $196K as of Q2 2026.
  • John A. Wolfe & Associates left its iShares Select Dividend ETF share count unchanged in Q2 2026.
  • iShares Select Dividend ETF made up 0.27% of John A. Wolfe & Associates's portfolio in Q2 2026, its #31 holding.
  • John A. Wolfe & Associates first reported a position in iShares Select Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on John A. Wolfe & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.