Mosaic Family Wealth Partners’s iShares Select Dividend ETF DVY Stock Holding History

Mosaic Family Wealth Partners’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	$3.14M	Buy	20,074 +1,816	+10%	+$280K	0.21%	79
2026 Q1	$2.76M	Sell	18,258 -359	-2%	-$54.2K	0.28%	51
2025 Q4	$2.63M	Buy	18,617 +98	+0.5%	+$13.8K	0.29%	49
2025 Q3	$2.62M	Buy	18,519 +554	+3%	+$76.7K	0.31%	42
2025 Q2	$2.39M	Buy	17,965 +112	+0.6%	+$14.5K	0.3%	43
2025 Q1	$2.4M	Buy	17,853 +235	+1%	+$31.5K	0.34%	35
2024 Q4	$2.31M	Buy	17,618 +24	+0.1%	+$3.27K	0.33%	36
2024 Q3	$2.38M	Buy	17,594 +480	+3%	+$62.1K	0.35%	35
2024 Q2	$2.07M	Sell	17,114 -106	-0.6%	-$12.9K	0.33%	36
2024 Q1	$2.12M	Buy	17,220 +382	+2%	+$44.7K	0.35%	35
2023 Q4	$1.97M	Sell	16,838 -818	-5%	-$90K	0.34%	37
2023 Q3	$1.9M	Buy	17,656 +56	+0.3%	+$6.37K	0.38%	34
2023 Q2	$1.99M	Buy	17,600 +70	+0.4%	+$7.97K	0.39%	35
2023 Q1	$2.05M	Buy	17,530 +329	+2%	+$39.8K	0.43%	34
2022 Q4	$2.07M	Buy	+17,201	New	+$2.04M	0.59%	30

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

Mosaic Family Wealth Partners's DVY Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its iShares Select Dividend ETF (DVY) stake by 9.9% in Q2 2026, buying an estimated $280K and bringing the position to 20,074 shares worth $3.14M. The position accounts for 0.21% of the portfolio, ranked #79.

Mosaic Family Wealth Partners first reported a position in DVY in Q4 2022 and has held it in 15 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Mosaic Family Wealth Partners held 20,074 shares of iShares Select Dividend ETF worth $3.14M as of Q2 2026.
Mosaic Family Wealth Partners bought 1,816 iShares Select Dividend ETF shares in Q2 2026, an estimated $280K.
iShares Select Dividend ETF made up 0.21% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #79 holding.
Mosaic Family Wealth Partners first reported a position in iShares Select Dividend ETF in Q4 2022 and has held it in 15 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.