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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
Q2 		$2.1M Buy
13,451
+22
+0.2% +$3.39K 0.37% 68
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MSH Capital Advisors's DVY Position: Q2 2026 in Review

MSH Capital Advisors increased its iShares Select Dividend ETF (DVY) stake by 0.16% in Q2 2026, buying an estimated $3.39K and bringing the position to 13,451 shares worth $2.1M. The position accounts for 0.37% of the portfolio, ranked #68.

MSH Capital Advisors first reported a position in DVY in Q4 2021 and has held it in 19 quarters since. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • MSH Capital Advisors held 13,451 shares of iShares Select Dividend ETF worth $2.1M as of Q2 2026.
  • MSH Capital Advisors bought 22 iShares Select Dividend ETF shares in Q2 2026, an estimated $3.39K.
  • iShares Select Dividend ETF made up 0.37% of MSH Capital Advisors's portfolio in Q2 2026, its #68 holding.
  • MSH Capital Advisors first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.