MONECO Advisors’s iShares Select Dividend ETF DVY Stock Holding History

MONECO Advisors’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	–	Sell	-1,640	Closed	-$231K	–	522
2025 Q4	$231K	Buy	1,640 +2	+0.1%	+$283	0.02%	452
2025 Q3	$233K	Buy	1,638 +1	+0.1%	+$138	0.02%	449
2025 Q2	$217K	Sell	1,637 -177	-10%	-$22.9K	0.02%	445
2025 Q1	$244K	Sell	1,814 -121	-6%	-$16.2K	0.03%	408
2024 Q4	$254K	Buy	+1,935	New	+$264K	0.03%	401
2019 Q4	–	Sell	-3,444	Closed	-$351K	–	152
2019 Q3	$351K	Hold	3,444	–	–	0.27%	85
2019 Q2	$343K	Hold	3,444	–	–	0.28%	88
2019 Q1	$338K	Hold	3,444	–	–	0.27%	88
2018 Q4	$308K	Buy	+3,444	New	+$330K	0.36%	60

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

MONECO Advisors's DVY Position: Q1 2026 in Review

MONECO Advisors sold out of iShares Select Dividend ETF (DVY) in Q1 2026, closing a stake of 1,640 shares — an estimated $231K sold.

MONECO Advisors first reported a position in DVY in Q4 2018 and held it in 9 quarters. The position peaked at $351K in Q3 2019. 1,415 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

MONECO Advisors reported no remaining iShares Select Dividend ETF position as of Q1 2026 after selling out during the quarter.
MONECO Advisors sold 1,640 iShares Select Dividend ETF shares in Q1 2026, an estimated $231K.
MONECO Advisors first reported a position in iShares Select Dividend ETF in Q4 2018 and held it in 9 quarters.
MONECO Advisors's iShares Select Dividend ETF position peaked at $351K in Q3 2019.
1,415 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.