Murphy & Mullick Capital Management’s iShares Select Dividend ETF DVY Stock Holding History

Murphy & Mullick Capital 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	$58.3K	Buy	385 +1	+0.3%	+$151	0.04%	272
2025 Q4	$54.1K	Buy	384 +2	+0.5%	+$283	0.04%	275
2025 Q3	$53.2K	Buy	382 +76	+25%	+$10.5K	0.04%	270
2025 Q2	$40.6K	Sell	306 -36	-11%	-$4.66K	0.03%	291
2025 Q1	$45.9K	Buy	342 +38	+13%	+$5.09K	0.04%	269
2024 Q4	$39.9K	Buy	+304	New	+$41.4K	0.04%	284

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

Murphy & Mullick Capital Management's DVY Position: Q1 2026 in Review

Murphy & Mullick Capital Management increased its iShares Select Dividend ETF (DVY) stake by 0.26% in Q1 2026, buying an estimated $151 and bringing the position to 385 shares worth $58.3K. The position accounts for 0.04% of the portfolio, ranked #272.

Murphy & Mullick Capital Management first reported a position in DVY in Q4 2024 and has held it in 6 quarters since. 1,415 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Murphy & Mullick Capital Management held 385 shares of iShares Select Dividend ETF worth $58.3K as of Q1 2026.
Murphy & Mullick Capital Management bought 1 iShares Select Dividend ETF share in Q1 2026, an estimated $151.
iShares Select Dividend ETF made up 0.04% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #272 holding.
Murphy & Mullick Capital Management first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 6 quarters since.
1,415 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.