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 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 $1.37T 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

Mezzasalma Advisors's DVY Position: Q1 2026 in Review

Mezzasalma Advisors increased its iShares Select Dividend ETF (DVY) stake by 0.57% in Q1 2026, buying an estimated $3.02K and bringing the position to 3,557 shares worth $539K. The position accounts for 0.14% of the portfolio, ranked #90.

Mezzasalma Advisors first reported a position in DVY in Q4 2024 and has held it in 6 quarters since. The position peaked at $556K in Q1 2025. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Mezzasalma Advisors held 3,557 shares of iShares Select Dividend ETF worth $539K as of Q1 2026.
Mezzasalma Advisors bought 20 iShares Select Dividend ETF shares in Q1 2026, an estimated $3.02K.
iShares Select Dividend ETF made up 0.14% of Mezzasalma Advisors's portfolio in Q1 2026, its #90 holding.
Mezzasalma Advisors first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 6 quarters since.
Mezzasalma Advisors's iShares Select Dividend ETF position peaked at $556K in Q1 2025.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.