MGB Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

MGB Wealth Management’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	$670K	Buy	4,745 +14	+0.3%	+$1.98K	0.19%	105
2025 Q3	$672K	Buy	4,731 +61	+1%	+$8.45K	0.19%	105
2025 Q2	$620K	Sell	4,670 -41	-0.9%	-$5.31K	0.2%	102
2025 Q1	$633K	Buy	4,711 +326	+7%	+$43.7K	0.23%	103
2024 Q4	$576K	Hold	4,385	–	–	0.18%	101
2024 Q3	$592K	Sell	4,385 -430	-9%	-$55.6K	0.21%	100
2024 Q2	$602K	Hold	4,815	–	–	0.23%	100
2024 Q1	$593K	Buy	4,815 +520	+12%	+$60.9K	0.24%	98
2023 Q4	$503K	Buy	+4,295	New	+$473K	0.25%	110

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

MGB Wealth Management's DVY Position: Q4 2025 in Review

MGB Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 0.3% in Q4 2025, buying an estimated $1.98K and bringing the position to 4,745 shares worth $670K. The position accounts for 0.19% of the portfolio, ranked #105.

MGB Wealth Management first reported a position in DVY in Q4 2023 and has held it in 9 quarters since. The position peaked at $672K in Q3 2025. 1,380 funds tracked by Wall St. Rank hold DVY as of Q4 2025.

MGB Wealth Management held 4,745 shares of iShares Select Dividend ETF worth $670K as of Q4 2025.
MGB Wealth Management bought 14 iShares Select Dividend ETF shares in Q4 2025, an estimated $1.98K.
iShares Select Dividend ETF made up 0.19% of MGB Wealth Management's portfolio in Q4 2025, its #105 holding.
MGB Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's iShares Select Dividend ETF position peaked at $672K in Q3 2025.
1,380 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.