Moss Adams Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Moss Adams Wealth 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	$456K	Hold	3,013	–	–	0.03%	145
2025 Q4	$425K	Hold	3,013	–	–	0.03%	151
2025 Q3	$428K	Hold	3,013	–	–	0.03%	147
2025 Q2	$400K	Hold	3,013	–	–	0.04%	151
2025 Q1	$405K	Hold	3,013	–	–	0.04%	130
2024 Q4	$396K	Buy	3,013 +760	+34%	+$104K	0.04%	123
2024 Q3	$304K	Sell	2,253 -345	-13%	-$44.6K	0.03%	142
2024 Q2	$314K	Buy	2,598 +345	+15%	+$41.9K	0.04%	116
2024 Q1	$278K	Sell	2,253 -10	-0.4%	-$1.17K	0.04%	114
2023 Q4	$265K	Hold	2,263	–	–	0.06%	96
2023 Q3	$247K	Hold	2,263	–	–	0.08%	80
2023 Q2	$256K	Hold	2,263	–	–	0.08%	75
2023 Q1	$265K	Buy	2,263 +10	+0.4%	+$1.21K	0.09%	75
2022 Q4	$272K	Buy	+2,253	New	+$267K	0.14%	78

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

Moss Adams Wealth Advisors's DVY Position: Q1 2026 in Review

Moss Adams Wealth Advisors held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 3,013 shares worth $456K. The position accounts for 0.03% of the portfolio, ranked #145.

Moss Adams Wealth Advisors first reported a position in DVY in Q4 2022 and has held it in 14 quarters since. 1,415 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Moss Adams Wealth Advisors held 3,013 shares of iShares Select Dividend ETF worth $456K as of Q1 2026.
Moss Adams Wealth Advisors left its iShares Select Dividend ETF share count unchanged in Q1 2026.
iShares Select Dividend ETF made up 0.03% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #145 holding.
Moss Adams Wealth Advisors first reported a position in iShares Select Dividend ETF in Q4 2022 and has held it in 14 quarters since.
1,415 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.