MGO One Seven’s iShares Select Dividend ETF DVY Stock Holding History

MGO One Seven’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	$1.28M	Sell	8,168 -128	-2%	-$19.7K	0.02%	645
2026 Q1	$1.26M	Buy	8,296 +4,583	+123%	+$692K	0.03%	592
2025 Q4	$524K	Sell	3,713 -254	-6%	-$35.9K	0.01%	851
2025 Q3	$564K	Sell	3,967 -2,070	-34%	-$287K	0.01%	776
2025 Q2	$802K	Buy	6,037 +1,082	+22%	+$140K	0.03%	565
2025 Q1	$665K	Buy	+4,955	New	+$664K	0.03%	546
2024 Q2	–	Sell	-1,686	Closed	-$208K	–	977
2024 Q1	$208K	Buy	+1,686	New	+$197K	0.01%	834
2023 Q4	–	Sell	-16,155	Closed	-$1.74M	–	919
2023 Q3	$1.74M	Sell	16,155 -7,782	-33%	-$885K	0.13%	181
2023 Q2	$2.71M	Sell	23,937 -154	-0.6%	-$17.5K	0.25%	94
2023 Q1	$2.82M	Sell	24,091 -3,648	-13%	-$441K	0.18%	142
2022 Q4	$3.35M	Buy	27,739 +859	+3%	+$102K	0.33%	71
2022 Q3	$2.88K	Sell	26,880 -5	-0%	-$599	0.11%	114
2022 Q2	$3.16M	Buy	26,885 +4,932	+22%	+$617K	0.44%	48
2022 Q1	$2.81M	Buy	21,953 +6,774	+45%	+$846K	0.3%	79
2021 Q4	$1.86M	Hold	15,179	–	–	0.19%	132
2021 Q3	$1.79M	Sell	15,179 -2,520	-14%	-$295K	0.23%	115
2021 Q2	$2.06M	Buy	17,699 +4,685	+36%	+$557K	0.29%	86
2021 Q1	$1.48M	Buy	13,014 +970	+8%	+$103K	0.25%	99
2020 Q4	$1.16M	Buy	12,044 +345	+3%	+$31.3K	0.24%	104
2020 Q3	$954K	Sell	11,699 -1,540	-12%	-$128K	0.23%	109
2020 Q2	$1.07M	Buy	13,239 +2,468	+23%	+$197K	0.28%	94
2020 Q1	$792K	Buy	+10,771	New	+$1.03M	0.27%	95
2018 Q1	$113K	Buy	1,192 +150	+14%	+$14.6K	0.05%	405
2017 Q4	$103K	Buy	+1,042	New	+$100K	0.05%	428

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

MGO One Seven's DVY Position: Q2 2026 in Review

MGO One Seven reduced its iShares Select Dividend ETF (DVY) stake by 1.5% in Q2 2026, selling an estimated $19.7K and leaving 8,168 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #645.

MGO One Seven first reported a position in DVY in Q4 2017 and has held it in 24 quarters since. The position peaked at $3.35M in Q4 2022. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

MGO One Seven held 8,168 shares of iShares Select Dividend ETF worth $1.28M as of Q2 2026.
MGO One Seven sold 128 iShares Select Dividend ETF shares in Q2 2026, an estimated $19.7K.
iShares Select Dividend ETF made up 0.02% of MGO One Seven's portfolio in Q2 2026, its #645 holding.
MGO One Seven first reported a position in iShares Select Dividend ETF in Q4 2017 and has held it in 24 quarters since.
MGO One Seven's iShares Select Dividend ETF position peaked at $3.35M in Q4 2022.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.