Morse Asset Management’s iShares Select Dividend ETF DVY Stock Holding History

Morse Asset 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	$60.8K	Hold	389	–	–	0.01%	234
2026 Q1	$58.9K	Hold	389	–	–	0.01%	217
2025 Q4	$54.9K	Hold	389	–	–	0.01%	216
2025 Q3	$55.3K	Hold	389	–	–	0.01%	196
2025 Q2	$51.7K	Hold	389	–	–	0.01%	200
2025 Q1	$52.2K	Sell	389 -79	-17%	-$10.6K	0.01%	192
2024 Q4	$61.4K	Sell	468 -214	-31%	-$29.2K	0.01%	199
2024 Q3	$92.1K	Buy	+682	New	+$88.2K	0.02%	204

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morse Asset Management's DVY Position: Q2 2026 in Review

Morse Asset Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 389 shares worth $60.8K. The position accounts for 0.01% of the portfolio, ranked #234.

Morse Asset Management first reported a position in DVY in Q3 2024 and has held it in 8 quarters since. The position peaked at $92.1K in Q3 2024. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Morse Asset Management held 389 shares of iShares Select Dividend ETF worth $60.8K as of Q2 2026.
Morse Asset Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.01% of Morse Asset Management's portfolio in Q2 2026, its #234 holding.
Morse Asset Management first reported a position in iShares Select Dividend ETF in Q3 2024 and has held it in 8 quarters since.
Morse Asset Management's iShares Select Dividend ETF position peaked at $92.1K in Q3 2024.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.