Main Street Financial Solutions’s iShares Select Dividend ETF DVY Stock Holding History

Main Street Financial Solutions’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
2025 Q4	–	Sell	-12,380	Closed	-$1.76M	–	588
2025 Q3	$1.76M	Buy	12,380 +545	+5%	+$75.5K	0.11%	163
2025 Q2	$1.57M	Buy	11,835 +10	+0.1%	+$1.29K	0.11%	161
2025 Q1	$1.59M	Sell	11,825 -1,048	-8%	-$141K	0.14%	150
2024 Q4	$1.69M	Sell	12,873 -913	-7%	-$124K	0.17%	115
2024 Q3	$1.86M	Buy	13,786 +22	+0.2%	+$2.84K	0.17%	126
2024 Q2	$1.67M	Sell	13,764 -187	-1%	-$22.7K	0.16%	130
2024 Q1	$1.72M	Buy	13,951 +62	+0.4%	+$7.26K	0.18%	113
2023 Q4	$1.63M	Sell	13,889 -871	-6%	-$95.8K	0.21%	101
2023 Q3	$1.59M	Sell	14,760 -44	-0.3%	-$5K	0.22%	94
2023 Q2	$1.68M	Sell	14,804 -512	-3%	-$58.3K	0.23%	97
2023 Q1	$1.79M	Buy	15,316 +36	+0.2%	+$4.35K	0.26%	84
2022 Q4	$1.84M	Buy	15,280 +17	+0.1%	+$2.01K	0.29%	81
2022 Q3	$1.64M	Hold	15,263	–	–	0.27%	79
2022 Q2	$1.8M	Sell	15,263 -1,439	-9%	-$180K	0.23%	89
2022 Q1	$2.14M	Sell	16,702 -212	-1%	-$26.5K	0.31%	73
2021 Q4	$2.07M	Sell	16,914 -237	-1%	-$28.2K	0.29%	75
2021 Q3	$1.97M	Buy	17,151 +295	+2%	+$34.5K	0.3%	78
2021 Q2	$1.97M	Buy	16,856 +79	+0.5%	+$9.39K	0.32%	72
2021 Q1	$1.91M	Sell	16,777 -2,275	-12%	-$240K	0.34%	65
2020 Q4	$1.83M	Buy	+19,052	New	+$1.73M	0.37%	61

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Main Street Financial Solutions's DVY Position: Q4 2025 in Review

Main Street Financial Solutions sold out of iShares Select Dividend ETF (DVY) in Q4 2025, closing a stake of 12,380 shares — an estimated $1.76M sold.

Main Street Financial Solutions first reported a position in DVY in Q4 2020 and held it in 20 quarters. The position peaked at $2.14M in Q1 2022. 1,380 funds tracked by Wall St. Rank hold DVY as of Q4 2025.

Main Street Financial Solutions reported no remaining iShares Select Dividend ETF position as of Q4 2025 after selling out during the quarter.
Main Street Financial Solutions sold 12,380 iShares Select Dividend ETF shares in Q4 2025, an estimated $1.76M.
Main Street Financial Solutions first reported a position in iShares Select Dividend ETF in Q4 2020 and held it in 20 quarters.
Main Street Financial Solutions's iShares Select Dividend ETF position peaked at $2.14M in Q1 2022.
1,380 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.