MSH Capital Advisors’s iShares Select Dividend ETF DVY Stock Holding History

MSH Capital 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	$2.03M	Buy	13,429 +131	+1%	+$19.8K	0.43%	67
2025 Q4	$1.88M	Buy	13,298 +48	+0.4%	+$6.78K	0.4%	69
2025 Q3	$1.88M	Buy	13,250 +482	+4%	+$66.8K	0.5%	61
2025 Q2	$1.7M	Sell	12,768 -71	-0.6%	-$9.19K	0.49%	59
2025 Q1	$1.72M	Buy	12,839 +589	+5%	+$79K	0.53%	57
2024 Q4	$1.61M	Buy	12,250 +833	+7%	+$113K	0.51%	59
2024 Q3	$1.54M	Buy	11,417 +1,409	+14%	+$182K	0.47%	67
2024 Q2	$1.21M	Buy	10,008 +1,570	+19%	+$191K	0.4%	73
2024 Q1	$1.04M	Buy	8,438 +2,069	+32%	+$242K	0.37%	79
2023 Q4	$747K	Buy	6,369 +1,415	+29%	+$156K	0.28%	99
2023 Q3	$533K	Buy	4,954 +1,515	+44%	+$172K	0.21%	119
2023 Q2	$390K	Buy	3,439 +546	+19%	+$62.2K	0.14%	152
2023 Q1	$339K	Buy	2,893 +722	+33%	+$87.3K	0.14%	148
2022 Q4	$262K	Buy	2,171 +83	+4%	+$9.82K	0.12%	166
2022 Q3	$224K	Hold	2,088	–	–	0.11%	173
2022 Q2	$246K	Buy	2,088 +160	+8%	+$20K	0.11%	166
2022 Q1	$247K	Sell	1,928 -7	-0.4%	-$875	0.1%	176
2021 Q4	$237K	Buy	+1,935	New	+$231K	0.11%	162

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

MSH Capital Advisors's DVY Position: Q1 2026 in Review

MSH Capital Advisors increased its iShares Select Dividend ETF (DVY) stake by 0.99% in Q1 2026, buying an estimated $19.8K and bringing the position to 13,429 shares worth $2.03M. The position accounts for 0.43% of the portfolio, ranked #67.

MSH Capital Advisors first reported a position in DVY in Q4 2021 and has held it in 18 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

MSH Capital Advisors held 13,429 shares of iShares Select Dividend ETF worth $2.03M as of Q1 2026.
MSH Capital Advisors bought 131 iShares Select Dividend ETF shares in Q1 2026, an estimated $19.8K.
iShares Select Dividend ETF made up 0.43% of MSH Capital Advisors's portfolio in Q1 2026, its #67 holding.
MSH Capital Advisors first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 18 quarters since.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.