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: Q2 2026 in Review
MPWM Advisory Solutions increased its iShares Select Dividend ETF (DVY) stake by 0.78% in Q2 2026, buying an estimated $308 and bringing the position to 259 shares worth $40.5K. The position accounts for 0.02% of the portfolio, ranked #226.
MPWM Advisory Solutions first reported a position in DVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $41.1K in Q1 2025. 1,428 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- MPWM Advisory Solutions held 259 shares of iShares Select Dividend ETF worth $40.5K as of Q2 2026.
- MPWM Advisory Solutions bought 2 iShares Select Dividend ETF shares in Q2 2026, an estimated $308.
- iShares Select Dividend ETF made up 0.02% of MPWM Advisory Solutions's portfolio in Q2 2026, its #226 holding.
- MPWM Advisory Solutions first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
- MPWM Advisory Solutions's iShares Select Dividend ETF position peaked at $41.1K in Q1 2025.
- 1,428 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.