Measured Wealth Private Client Group’s iShares Select Dividend ETF DVY Stock Holding History

Measured Wealth Private Client Group’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	$182K	Hold	1,163	–	–	0.04%	208
2026 Q1	$176K	Hold	1,163	–	–	0.05%	198
2025 Q4	$164K	Sell	1,163 -268	-19%	-$37.9K	0.04%	213
2025 Q3	$203K	Buy	+1,431	New	+$198K	0.05%	176
2025 Q1	–	Sell	-2,031	Closed	-$267K	–	176
2024 Q4	$267K	Buy	2,031 +27	+1%	+$3.68K	0.09%	152
2024 Q3	$271K	Hold	2,004	–	–	0.09%	146
2024 Q2	$242K	Hold	2,004	–	–	0.09%	163
2024 Q1	$247K	Hold	2,004	–	–	0.09%	169
2023 Q4	$235K	Hold	2,004	–	–	0.09%	164
2023 Q3	$216K	Sell	2,004 -24	-1%	-$2.73K	0.09%	157
2023 Q2	$230K	Hold	2,028	–	–	0.09%	160
2023 Q1	$238K	Hold	2,028	–	–	0.09%	155
2022 Q4	$245K	Buy	2,028 +24	+1%	+$2.84K	0.1%	140
2022 Q3	$215K	Hold	2,004	–	–	0.1%	136
2022 Q2	$236K	Buy	+2,004	New	+$251K	0.1%	144
2018 Q4	–	Sell	-1,404	Closed	-$140K	–	261
2018 Q3	$140K	Buy	+1,404	New	+$141K	0.08%	188

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Measured Wealth Private Client Group's DVY Position: Q2 2026 in Review

Measured Wealth Private Client Group held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,163 shares worth $182K. The position accounts for 0.04% of the portfolio, ranked #208.

Measured Wealth Private Client Group first reported a position in DVY in Q3 2018 and has held it in 16 quarters since. The position peaked at $271K in Q3 2024. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Measured Wealth Private Client Group held 1,163 shares of iShares Select Dividend ETF worth $182K as of Q2 2026.
Measured Wealth Private Client Group left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.04% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #208 holding.
Measured Wealth Private Client Group first reported a position in iShares Select Dividend ETF in Q3 2018 and has held it in 16 quarters since.
Measured Wealth Private Client Group's iShares Select Dividend ETF position peaked at $271K in Q3 2024.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.