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Laurel Wealth Advisors (North Carolina)’s iShares Select Dividend ETF DVY Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$2.23M Hold
14,288
– – 0.22% 79
2026
Q1 		$2.18M Sell
14,288
-1
-0% -$151 0.22% 82
2025
Q4 		$2.02M Hold
14,289
– – 0.27% 82
2025
Q3 		$2.03M Hold
14,289
– – 0.28% 81
2025
Q2 		$1.9M Sell
14,289
-23
-0.2% -$2.98K 0.28% 83
2025
Q1 		$1.92M Sell
14,312
-74
-0.5% -$9.92K 0.3% 79
2024
Q4 		$1.89M Hold
14,386
– – 0.3% 77
2024
Q3 		$1.94M Buy
14,386
+228
+2% +$29.5K 0.31% 77
2024
Q2 		$1.71M Buy
14,158
+39
+0.3% +$4.73K 0.3% 76
2024
Q1 		$1.74M Hold
14,119
– – 0.3% 78
2023
Q4 		$1.65M Buy
14,119
+2
+0% +$220 0.31% 76
2023
Q3 		$1.52M Hold
14,117
– – 0.32% 76
2023
Q2 		$1.6M Buy
14,117
+1
+0% +$114 0.32% 77
2023
Q1 		$1.65M Hold
14,116
– – 0.35% 74
2022
Q4 		$1.7M Buy
14,116
+1
+0% +$118 0.39% 69
2022
Q3 		$1.51M Buy
14,115
+26
+0.2% +$3.12K 0.38% 72
2022
Q2 		$1.66M Buy
14,089
+1
+0% +$125 0.4% 69
2022
Q1 		$1.8M Buy
14,088
+13,625
+2,943% +$1.7M 0.38% 67
2021
Q4 		$57K Hold
463
– – 0.01% 261
2021
Q3 		$53K Sell
463
-459
-50% -$53.7K 0.01% 264
2021
Q2 		$108K Buy
922
+1
+0.1% +$119 0.02% 212
2021
Q1 		$105K Hold
921
– – 0.03% 202
2020
Q4 		$89K Hold
921
– – 0.02% 204
2020
Q3 		$75K Buy
921
+1
+0.1% +$83 0.02% 204
2020
Q2 		$74K Sell
920
-48
-5% -$3.83K 0.02% 199
2020
Q1 		$71K Buy
968
+34
+4% +$3.25K 0.03% 190
2019
Q4 		$99K Hold
934
– – 0.03% 182
2019
Q3 		$95K Hold
934
– – 0.03% 186
2019
Q2 		$93K Buy
934
+1
+0.1% +$99 0.03% 185
2019
Q1 		$92K Buy
933
+31
+3% +$2.97K 0.03% 180
2018
Q4 		$81K Buy
+902
New +$86.4K 0.03% 179

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

Laurel Wealth Advisors (North Carolina)'s DVY Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 14,288 shares worth $2.23M. The position accounts for 0.22% of the portfolio, ranked #79.

Laurel Wealth Advisors (North Carolina) first reported a position in DVY in Q4 2018 and has held it in 31 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 14,288 shares of iShares Select Dividend ETF worth $2.23M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) left its iShares Select Dividend ETF share count unchanged in Q2 2026.
  • iShares Select Dividend ETF made up 0.22% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #79 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares Select Dividend ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.