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Millstone Evans Group’s iShares Select Dividend ETF DVY Stock Holding History

Millstone Evans 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 		$58.1K Hold
372
– – 0.03% 317
2026
Q1 		$56.3K Sell
372
-145
-28% -$21.9K 0.03% 306
2025
Q4 		$73K Sell
517
-1
-0.2% -$141 0.04% 270
2025
Q3 		$73.6K Buy
518
+1
+0.2% +$138 0.05% 253
2025
Q2 		$68.7K Hold
517
– – 0.05% 254
2025
Q1 		$69.4K Buy
517
+244
+89% +$32.7K 0.05% 248
2024
Q4 		$35.8K Buy
+273
New +$37.2K 0.02% 341

Other funds holding DVY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Millstone Evans Group's DVY Position: Q2 2026 in Review

Millstone Evans Group held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 372 shares worth $58.1K. The position accounts for 0.03% of the portfolio, ranked #317.

Millstone Evans Group first reported a position in DVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $73.6K in Q3 2025. 1,265 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Millstone Evans Group held 372 shares of iShares Select Dividend ETF worth $58.1K as of Q2 2026.
  • Millstone Evans Group left its iShares Select Dividend ETF share count unchanged in Q2 2026.
  • iShares Select Dividend ETF made up 0.03% of Millstone Evans Group's portfolio in Q2 2026, its #317 holding.
  • Millstone Evans Group first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's iShares Select Dividend ETF position peaked at $73.6K in Q3 2025.
  • 1,265 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.