Mezzasalma Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Mezzasalma 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 Q2	$451K	Sell	2,882 -675	-19%	-$104K	0.09%	122
2026 Q1	$539K	Buy	3,557 +20	+0.6%	+$3.02K	0.14%	90
2025 Q4	$504K	Buy	3,537 +30	+0.9%	+$4.24K	0.12%	102
2025 Q3	$498K	Sell	3,507 -419	-11%	-$58K	0.13%	95
2025 Q2	$521K	Sell	3,926 -214	-5%	-$27.7K	0.16%	77
2025 Q1	$556K	Buy	4,140 +25	+0.6%	+$3.35K	0.19%	72
2024 Q4	$540K	Buy	+4,115	New	+$561K	0.17%	69

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

Mezzasalma Advisors's DVY Position: Q2 2026 in Review

Mezzasalma Advisors reduced its iShares Select Dividend ETF (DVY) stake by 19% in Q2 2026, selling an estimated $104K and leaving 2,882 shares worth $451K. The position accounts for 0.09% of the portfolio, ranked #122.

Mezzasalma Advisors first reported a position in DVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $556K in Q1 2025. 1,426 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Mezzasalma Advisors held 2,882 shares of iShares Select Dividend ETF worth $451K as of Q2 2026.
Mezzasalma Advisors sold 675 iShares Select Dividend ETF shares in Q2 2026, an estimated $104K.
iShares Select Dividend ETF made up 0.09% of Mezzasalma Advisors's portfolio in Q2 2026, its #122 holding.
Mezzasalma Advisors first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Mezzasalma Advisors's iShares Select Dividend ETF position peaked at $556K in Q1 2025.
1,426 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.