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

Modern 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 		$4.55M Buy
29,127
+26,937
+1,230% +$4.15M 0.05% 271
2026
Q1 		$331K Buy
+2,190
New +$331K 0.01% 683

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

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

Modern Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 1,230% in Q2 2026, buying an estimated $4.15M and bringing the position to 29,127 shares worth $4.55M. The position accounts for 0.05% of the portfolio, ranked #271.

Modern Wealth Management first reported a position in DVY in Q1 2026 and has held it in 2 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Modern Wealth Management held 29,127 shares of iShares Select Dividend ETF worth $4.55M as of Q2 2026.
  • Modern Wealth Management bought 26,937 iShares Select Dividend ETF shares in Q2 2026, an estimated $4.15M.
  • iShares Select Dividend ETF made up 0.05% of Modern Wealth Management's portfolio in Q2 2026, its #271 holding.
  • Modern Wealth Management first reported a position in iShares Select Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.