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Madison Wealth Partners’s iShares Select Dividend ETF DVY Stock Holding History

Madison Wealth 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 		$242K Sell
1,600
-695
-30% -$105K 0.04% 187
2025
Q4 		$324K Buy
+2,295
New +$324K 0.06% 141

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 $424B AUM 22.94% 1-Year Est. Return

Madison Wealth Partners's DVY Position: Q1 2026 in Review

Madison Wealth Partners reduced its iShares Select Dividend ETF (DVY) stake by 30% in Q1 2026, selling an estimated $105K and leaving 1,600 shares worth $242K. The position accounts for 0.04% of the portfolio, ranked #187.

Madison Wealth Partners first reported a position in DVY in Q4 2025 and has held it in 2 quarters since. The position peaked at $324K in Q4 2025. 1,417 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • Madison Wealth Partners held 1,600 shares of iShares Select Dividend ETF worth $242K as of Q1 2026.
  • Madison Wealth Partners sold 695 iShares Select Dividend ETF shares in Q1 2026, an estimated $105K.
  • iShares Select Dividend ETF made up 0.04% of Madison Wealth Partners's portfolio in Q1 2026, its #187 holding.
  • Madison Wealth Partners first reported a position in iShares Select Dividend ETF in Q4 2025 and has held it in 2 quarters since.
  • Madison Wealth Partners's iShares Select Dividend ETF position peaked at $324K in Q4 2025.
  • 1,417 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.