MTM Investment Management’s iShares Select Dividend ETF DVY Stock Holding History

MTM Investment Management’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	$62.8K	Hold	415	–	–	0.02%	303
2025 Q4	$58.6K	Hold	415	–	–	0.02%	316
2025 Q3	$59K	Sell	415 -35	-8%	-$4.85K	0.02%	322
2025 Q2	$59.8K	Hold	450	–	–	0.02%	313
2025 Q1	$60.4K	Hold	450	–	–	0.02%	223
2024 Q4	$59.1K	Hold	450	–	–	0.02%	219
2024 Q3	$60.4K	Hold	450	–	–	0.02%	223
2024 Q2	$54.4K	Hold	450	–	–	0.02%	213
2024 Q1	$55.4K	Hold	450	–	–	0.02%	217
2023 Q4	$52.7K	Hold	450	–	–	0.02%	208
2023 Q3	$48.4K	Hold	450	–	–	0.02%	204
2023 Q2	$51K	Hold	450	–	–	0.02%	213
2023 Q1	$52.7K	Hold	450	–	–	0.03%	215
2022 Q4	$54.3K	Hold	450	–	–	0.03%	212
2022 Q3	$48K	Hold	450	–	–	0.03%	209
2022 Q2	$54K	Hold	450	–	–	0.03%	211
2022 Q1	$58K	Hold	450	–	–	0.03%	226
2021 Q4	$55K	Hold	450	–	–	0.03%	228
2021 Q3	$52K	Hold	450	–	–	0.03%	207
2021 Q2	$52K	Hold	450	–	–	0.03%	205
2021 Q1	$51K	Hold	450	–	–	0.03%	197
2020 Q4	$43K	Buy	+450	New	+$40.8K	0.03%	185

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

MTM Investment Management's DVY Position: Q1 2026 in Review

MTM Investment Management held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 415 shares worth $62.8K. The position accounts for 0.02% of the portfolio, ranked #303.

MTM Investment Management first reported a position in DVY in Q4 2020 and has held it in 22 quarters since. 1,413 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

MTM Investment Management held 415 shares of iShares Select Dividend ETF worth $62.8K as of Q1 2026.
MTM Investment Management left its iShares Select Dividend ETF share count unchanged in Q1 2026.
iShares Select Dividend ETF made up 0.02% of MTM Investment Management's portfolio in Q1 2026, its #303 holding.
MTM Investment Management first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 22 quarters since.
1,413 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on MTM Investment Management's 13F filing for Q1 2026, filed 6 May 2026.