MilWealth Group’s iShares Select Dividend ETF DVY Stock Holding History

MilWealth 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 Q1	$73.7K	Hold	487	–	–	0.02%	40
2025 Q4	$68.7K	Hold	487	–	–	0.02%	42
2025 Q3	$69.1K	Hold	487	–	–	0.02%	39
2025 Q2	$64.6K	Hold	487	–	–	0.02%	40
2025 Q1	$65.3K	Hold	487	–	–	0.02%	40
2024 Q4	$63.9K	Hold	487	–	–	0.02%	53
2024 Q3	$65.7K	Hold	487	–	–	0.02%	39
2024 Q2	$58.9K	Hold	487	–	–	0.02%	38
2024 Q1	$59.9K	Hold	487	–	–	0.02%	37
2023 Q4	$57K	Hold	487	–	–	0.02%	36
2023 Q3	$52.4K	Sell	487 -279	-36%	-$31.7K	0.02%	36
2023 Q2	$86.7K	Hold	766	–	–	0.03%	28
2023 Q1	$89.7K	Hold	766	–	–	0.04%	27
2022 Q4	$92.3K	Sell	766 -365	-32%	-$43.2K	0.04%	27
2022 Q3	$121K	Hold	1,131	–	–	0.05%	28
2022 Q2	$133K	Hold	1,131	–	–	0.06%	31
2022 Q1	$145K	Hold	1,131	–	–	0.06%	32
2021 Q4	$139K	Hold	1,131	–	–	0.05%	29
2021 Q3	$130K	Hold	1,131	–	–	0.05%	28
2021 Q2	$132K	Hold	1,131	–	–	0.06%	28
2021 Q1	$129K	Sell	1,131 -144	-11%	-$15.2K	0.06%	26
2020 Q4	$123K	Hold	1,275	–	–	0.06%	26
2020 Q3	$104K	Sell	1,275 -187	-13%	-$15.6K	0.06%	26
2020 Q2	$118K	Hold	1,462	–	–	0.07%	26
2020 Q1	$107K	Hold	1,462	–	–	0.08%	27
2019 Q4	$154K	Hold	1,462	–	–	0.12%	20
2019 Q3	$149K	Hold	1,462	–	–	0.13%	22
2019 Q2	$146K	Sell	1,462 -26	-2%	-$2.56K	0.12%	20
2019 Q1	$146K	Hold	1,488	–	–	0.13%	20
2018 Q4	$133K	Buy	+1,488	New	+$143K	0.13%	21

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

MilWealth Group's DVY Position: Q1 2026 in Review

MilWealth Group held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 487 shares worth $73.7K. The position accounts for 0.02% of the portfolio, ranked #40.

MilWealth Group first reported a position in DVY in Q4 2018 and has held it in 30 quarters since. The position peaked at $154K in Q4 2019. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

MilWealth Group held 487 shares of iShares Select Dividend ETF worth $73.7K as of Q1 2026.
MilWealth Group left its iShares Select Dividend ETF share count unchanged in Q1 2026.
iShares Select Dividend ETF made up 0.02% of MilWealth Group's portfolio in Q1 2026, its #40 holding.
MilWealth Group first reported a position in iShares Select Dividend ETF in Q4 2018 and has held it in 30 quarters since.
MilWealth Group's iShares Select Dividend ETF position peaked at $154K in Q4 2019.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on MilWealth Group's 13F filing for Q1 2026, filed 1 May 2026.