MainStreet Investment Advisors’s iShares Select Dividend ETF DVY Stock Holding History

MainStreet Investment Advisors’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	$1.42M	Buy	9,370 +1,425	+18%	+$215K	0.21%	80
2025 Q4	$1.12M	Buy	7,945 +602	+8%	+$85K	0.16%	92
2025 Q3	$1.04M	Buy	7,343 +2,685	+58%	+$372K	0.14%	100
2025 Q2	$619K	Buy	4,658 +515	+12%	+$66.7K	0.09%	112
2025 Q1	$556K	Buy	+4,143	New	+$556K	0.08%	113
2024 Q4	–	Sell	-1,990	Closed	-$269K	–	155
2024 Q3	$269K	Sell	1,990 -55	-3%	-$7.11K	0.04%	145
2024 Q2	$247K	Sell	2,045 -1,985	-49%	-$241K	0.03%	148
2024 Q1	$496K	Hold	4,030	–	–	0.06%	126
2023 Q4	$472K	Buy	4,030 +1,245	+45%	+$137K	0.05%	126
2023 Q3	$300K	Sell	2,785 -145	-5%	-$16.5K	0.03%	162
2023 Q2	$332K	Buy	2,930 +65	+2%	+$7.4K	0.04%	160
2023 Q1	$336K	Buy	2,865 +329	+13%	+$39.8K	0.04%	162
2022 Q4	$306K	Sell	2,536 -125	-5%	-$14.8K	0.03%	148
2022 Q3	$285K	Hold	2,661	–	–	0.03%	150
2022 Q2	$313K	Sell	2,661 -190	-7%	-$23.8K	0.04%	148
2022 Q1	$365K	Sell	2,851 -409	-13%	-$51.1K	0.03%	155
2021 Q4	$400K	Hold	3,260	–	–	0.03%	156
2021 Q3	$374K	Sell	3,260 -1,800	-36%	-$210K	0.04%	149
2021 Q2	$590K	Hold	5,060	–	–	0.05%	133
2021 Q1	$577K	Sell	5,060 -1,540	-23%	-$163K	0.05%	130
2020 Q4	$635K	Buy	+6,600	New	+$599K	0.05%	127
2020 Q2	–	Sell	-5,625	Closed	-$414K	–	250
2020 Q1	$414K	Buy	5,625 +2,330	+71%	+$223K	0.05%	175
2019 Q4	$348K	Buy	+3,295	New	+$339K	0.04%	150
2019 Q1	–	Sell	-4,215	Closed	-$376K	–	116
2018 Q4	$376K	Buy	+4,215	New	+$404K	0.06%	113

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MainStreet Investment Advisors's DVY Position: Q1 2026 in Review

MainStreet Investment Advisors increased its iShares Select Dividend ETF (DVY) stake by 18% in Q1 2026, buying an estimated $215K and bringing the position to 9,370 shares worth $1.42M. The position accounts for 0.21% of the portfolio, ranked #80.

MainStreet Investment Advisors first reported a position in DVY in Q4 2018 and has held it in 24 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

MainStreet Investment Advisors held 9,370 shares of iShares Select Dividend ETF worth $1.42M as of Q1 2026.
MainStreet Investment Advisors bought 1,425 iShares Select Dividend ETF shares in Q1 2026, an estimated $215K.
iShares Select Dividend ETF made up 0.21% of MainStreet Investment Advisors's portfolio in Q1 2026, its #80 holding.
MainStreet Investment Advisors first reported a position in iShares Select Dividend ETF in Q4 2018 and has held it in 24 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on MainStreet Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.