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Monetary Solutions’s iShares Select Dividend ETF DVY Stock Holding History

Monetary Solutions’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 		$77.4K Hold
495
– – 0.07% 102
2026
Q1 		$74.9K Hold
495
– – 0.07% 99
2025
Q4 		$69.9K Buy
+495
New +$69.9K 0.07% 92

Other funds holding DVY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Monetary Solutions's DVY Position: Q2 2026 in Review

Monetary Solutions held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 495 shares worth $77.4K. The position accounts for 0.07% of the portfolio, ranked #102.

Monetary Solutions first reported a position in DVY in Q4 2025 and has held it in 3 quarters since. 1,244 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Monetary Solutions held 495 shares of iShares Select Dividend ETF worth $77.4K as of Q2 2026.
  • Monetary Solutions left its iShares Select Dividend ETF share count unchanged in Q2 2026.
  • iShares Select Dividend ETF made up 0.07% of Monetary Solutions's portfolio in Q2 2026, its #102 holding.
  • Monetary Solutions first reported a position in iShares Select Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,244 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.