JSW
DVY icon

Journey Strategic Wealth’s iShares Select Dividend ETF DVY Stock Holding History

Journey Strategic Wealth’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 		$470K Sell
3,105
-268
-8% -$40.5K 0.01% 363
2025
Q4 		$476K Buy
3,373
+55
+2% +$7.77K 0.01% 325
2025
Q3 		$471K Sell
3,318
-13
-0.4% -$1.8K 0.01% 313
2025
Q2 		$442K Buy
3,331
+78
+2% +$10.1K 0.01% 321
2025
Q1 		$437K Sell
3,253
-90
-3% -$12.1K 0.02% 253
2024
Q4 		$439K Buy
3,343
+754
+29% +$103K 0.02% 247
2024
Q3 		$350K Buy
2,589
+167
+7% +$21.6K 0.01% 296
2024
Q2 		$293K Buy
2,422
+137
+6% +$16.6K 0.01% 258
2024
Q1 		$281K Sell
2,285
-200
-8% -$23.4K 0.01% 199
2023
Q4 		$291K Sell
2,485
-34
-1% -$3.74K 0.01% 141
2023
Q3 		$271K Sell
2,519
-1,947
-44% -$221K 0.01% 132
2023
Q2 		$506K Sell
4,466
-95
-2% -$10.8K 0.02% 86
2023
Q1 		$534K Sell
4,561
-140
-3% -$16.9K 0.06% 97
2022
Q4 		$567K Sell
4,701
-41
-0.9% -$4.85K 0.07% 87
2022
Q3 		$508K Buy
4,742
+11
+0.2% +$1.32K 0.07% 67
2022
Q2 		$557K Sell
4,731
-1,654,044
-100% -$207M 0.07% 52
2022
Q1 		$344M Buy
1,658,775
+1,654,635
+39,967% +$207M 37.51% 1
2021
Q4 		$508K Buy
+4,140
New +$493K 0.05% 69

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Journey Strategic Wealth's DVY Position: Q1 2026 in Review

Journey Strategic Wealth reduced its iShares Select Dividend ETF (DVY) stake by 7.9% in Q1 2026, selling an estimated $40.5K and leaving 3,105 shares worth $470K. The position accounts for 0.01% of the portfolio, ranked #363.

Journey Strategic Wealth first reported a position in DVY in Q4 2021 and has held it in 18 quarters since. The position peaked at $344M in Q1 2022. 1,415 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • Journey Strategic Wealth held 3,105 shares of iShares Select Dividend ETF worth $470K as of Q1 2026.
  • Journey Strategic Wealth sold 268 iShares Select Dividend ETF shares in Q1 2026, an estimated $40.5K.
  • iShares Select Dividend ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #363 holding.
  • Journey Strategic Wealth first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 18 quarters since.
  • Journey Strategic Wealth's iShares Select Dividend ETF position peaked at $344M in Q1 2022.
  • 1,415 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.