MPWM Advisory Solutions’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
MPWM Advisory Solutions's DVY Position: Q1 2026 in Review
MPWM Advisory Solutions increased its iShares Select Dividend ETF (DVY) stake by 0.78% in Q1 2026, buying an estimated $302 and bringing the position to 257 shares worth $38.9K. The position accounts for 0.02% of the portfolio, ranked #216.
MPWM Advisory Solutions first reported a position in DVY in Q4 2024 and has held it in 6 quarters since. The position peaked at $41.1K in Q1 2025. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.
- MPWM Advisory Solutions held 257 shares of iShares Select Dividend ETF worth $38.9K as of Q1 2026.
- MPWM Advisory Solutions bought 2 iShares Select Dividend ETF shares in Q1 2026, an estimated $302.
- iShares Select Dividend ETF made up 0.02% of MPWM Advisory Solutions's portfolio in Q1 2026, its #216 holding.
- MPWM Advisory Solutions first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 6 quarters since.
- MPWM Advisory Solutions's iShares Select Dividend ETF position peaked at $41.1K in Q1 2025.
- 1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.
Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.