Mount Yale Investment Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Mount Yale Investment 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	$318K	Hold	2,103	–	–	0.01%	871
2025 Q4	$297K	Buy	2,103 +623	+42%	+$88K	0.01%	597
2025 Q3	$210K	Buy	1,480 +1,450	+4,833%	+$201K	0.01%	618
2025 Q2	$3.93K	Buy	+30	New	+$3.88K	﹤0.01%	1262

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 $202B AUM 37.79% 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 $445B AUM 25.58% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Mount Yale Investment Advisors's DVY Position: Q1 2026 in Review

Mount Yale Investment Advisors held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 2,103 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #871.

Mount Yale Investment Advisors first reported a position in DVY in Q2 2025 and has held it in 4 quarters since. 1,419 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Mount Yale Investment Advisors held 2,103 shares of iShares Select Dividend ETF worth $318K as of Q1 2026.
Mount Yale Investment Advisors left its iShares Select Dividend ETF share count unchanged in Q1 2026.
iShares Select Dividend ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #871 holding.
Mount Yale Investment Advisors first reported a position in iShares Select Dividend ETF in Q2 2025 and has held it in 4 quarters since.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.