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

Mission 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
2026
Q2 		$4.46M Buy
28,539
+2,310
+9% +$356K 0.05% 187
2026
Q1 		$3.97M Buy
26,229
+4,694
+22% +$709K 0.08% 133
2025
Q4 		$3.04M Sell
21,535
-2,246
-9% -$317K 0.06% 170
2025
Q3 		$3.38M Sell
23,781
-197
-0.8% -$27.3K 0.07% 153
2025
Q2 		$3.18M Buy
23,978
+1,010
+4% +$131K 0.07% 158
2025
Q1 		$3.08M Sell
22,968
-942
-4% -$126K 0.08% 146
2024
Q4 		$3.14M Buy
23,910
+931
+4% +$127K 0.07% 137
2024
Q3 		$3.1M Sell
22,979
-788
-3% -$102K 0.08% 137
2024
Q2 		$2.88M Buy
23,767
+3,053
+15% +$371K 0.08% 140
2024
Q1 		$2.55M Sell
20,714
-143
-0.7% -$16.7K 0.07% 154
2023
Q4 		$2.44M Buy
20,857
+635
+3% +$69.9K 0.08% 126
2023
Q3 		$2.18M Sell
20,222
-392
-2% -$44.6K 0.08% 121
2023
Q2 		$2.34M Buy
20,614
+219
+1% +$24.9K 0.09% 117
2023
Q1 		$2.39M Buy
+20,395
New +$2.47M 0.1% 114

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Mission Wealth Management's DVY Position: Q2 2026 in Review

Mission Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 8.8% in Q2 2026, buying an estimated $356K and bringing the position to 28,539 shares worth $4.46M. The position accounts for 0.05% of the portfolio, ranked #187.

Mission Wealth Management first reported a position in DVY in Q1 2023 and has held it in 14 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Mission Wealth Management held 28,539 shares of iShares Select Dividend ETF worth $4.46M as of Q2 2026.
  • Mission Wealth Management bought 2,310 iShares Select Dividend ETF shares in Q2 2026, an estimated $356K.
  • iShares Select Dividend ETF made up 0.05% of Mission Wealth Management's portfolio in Q2 2026, its #187 holding.
  • Mission Wealth Management first reported a position in iShares Select Dividend ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.