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Mine & Arao Wealth Creation & Management’s iShares Select Dividend ETF DVY Stock Holding History

Mine & Arao Wealth Creation & 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
2026
Q1 		$4.38M Buy
28,942
+34
+0.1% +$5.13K 1.84% 11
2025
Q4 		$4.08M Buy
28,908
+161
+0.6% +$22.7K 1.6% 11
2025
Q3 		$4.09M Buy
28,747
+176
+0.6% +$24.4K 1.66% 11
2025
Q2 		$3.79M Buy
28,571
+159
+0.6% +$20.6K 1.69% 11
2025
Q1 		$3.82M Buy
28,412
+149
+0.5% +$20K 1.86% 11
2024
Q4 		$3.71M Sell
28,263
-2,287
-7% -$312K 1.7% 11
2024
Q3 		$4.13M Sell
30,550
-381
-1% -$49.3K 1.92% 10
2024
Q2 		$3.74M Buy
30,931
+20
+0.1% +$2.43K 1.82% 10
2024
Q1 		$3.81M Buy
30,911
+119
+0.4% +$13.9K 1.88% 9
2023
Q4 		$3.61M Buy
30,792
+545
+2% +$60K 1.95% 8
2023
Q3 		$3.26M Sell
30,247
-9,133
-23% -$1.04M 1.98% 8
2023
Q2 		$4.46M Sell
39,380
-244
-0.6% -$27.8K 2.61% 6
2023
Q1 		$4.64M Buy
39,624
+546
+1% +$66K 2.98% 6
2022
Q4 		$4.71M Buy
39,078
+783
+2% +$92.6K 3.49% 5
2022
Q3 		$4.11M Buy
38,295
+3,251
+9% +$390K 3.02% 6
2022
Q2 		$4.12M Buy
35,044
+132
+0.4% +$16.5K 2.9% 6
2022
Q1 		$4.47M Buy
34,912
+23
+0.1% +$2.87K 2.62% 7
2021
Q4 		$4.28M Buy
34,889
+788
+2% +$93.9K 2.36% 8
2021
Q3 		$3.91M Sell
34,101
-25
-0.1% -$2.92K 2.34% 9
2021
Q2 		$3.98M Buy
34,126
+206
+0.6% +$24.5K 2.4% 9
2021
Q1 		$3.87M Buy
33,920
+3,485
+11% +$368K 2.58% 7
2020
Q4 		$2.93M Sell
30,435
-195
-0.6% -$17.7K 2.1% 8
2020
Q3 		$2.5M Sell
30,630
-318
-1% -$26.5K 2.05% 7
2020
Q2 		$2.5M Buy
30,948
+514
+2% +$41.1K 2.34% 7
2020
Q1 		$2.24M Buy
30,434
+2,113
+7% +$202K 2.6% 6
2019
Q4 		$2.99M Buy
+28,321
New +$2.92M 2.81% 6

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's DVY Position: Q1 2026 in Review

Mine & Arao Wealth Creation & Management increased its iShares Select Dividend ETF (DVY) stake by 0.12% in Q1 2026, buying an estimated $5.13K and bringing the position to 28,942 shares worth $4.38M. The position accounts for 1.84% of the portfolio, ranked #11.

Mine & Arao Wealth Creation & Management first reported a position in DVY in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.71M in Q4 2022. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • Mine & Arao Wealth Creation & Management held 28,942 shares of iShares Select Dividend ETF worth $4.38M as of Q1 2026.
  • Mine & Arao Wealth Creation & Management bought 34 iShares Select Dividend ETF shares in Q1 2026, an estimated $5.13K.
  • iShares Select Dividend ETF made up 1.84% of Mine & Arao Wealth Creation & Management's portfolio in Q1 2026, its #11 holding.
  • Mine & Arao Wealth Creation & Management first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 26 quarters since.
  • Mine & Arao Wealth Creation & Management's iShares Select Dividend ETF position peaked at $4.71M in Q4 2022.
  • 1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q1 2026, filed 29 Apr 2026.