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New England Private Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

New England Private Wealth 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 		$832K Buy
5,102
+25
+0.5% +$3.85K 0.08% 119
2026
Q1 		$769K Buy
5,077
+25
+0.5% +$3.77K 0.09% 114
2025
Q4 		$713K Buy
5,052
+35
+0.7% +$4.94K 0.09% 110
2025
Q3 		$713K Buy
5,017
+27
+0.5% +$3.74K 0.09% 107
2025
Q2 		$677K Buy
4,990
+29
+0.6% +$3.75K 0.1% 98
2025
Q1 		$666K Buy
4,961
+598
+14% +$80.2K 0.1% 93
2024
Q4 		$573K Buy
4,363
+516
+13% +$70.3K 0.09% 97
2024
Q3 		$520K Sell
3,847
-607
-14% -$78.5K 0.08% 93
2024
Q2 		$539K Sell
4,454
-751
-14% -$91.2K 0.09% 92
2024
Q1 		$637K Sell
5,205
-1,453
-22% -$170K 0.11% 87
2023
Q4 		$781K Sell
6,658
-14,973
-69% -$1.65M 0.14% 82
2023
Q3 		$2.33M Sell
21,631
-13,333
-38% -$1.52M 0.49% 44
2023
Q2 		$3.96M Sell
34,964
-53,493
-60% -$6.09M 0.8% 34
2023
Q1 		$10.4M Buy
88,457
+5,037
+6% +$609K 2.11% 14
2022
Q4 		$10.1M Buy
83,420
+36,029
+76% +$4.26M 2.13% 13
2022
Q3 		$5.08M Buy
+47,391
New +$5.68M 1.19% 25
2018
Q3 		– Sell
-2,501
Closed -$245K – 158
2018
Q2 		$245K Hold
2,501
– – 0.07% 125
2018
Q1 		$238K Buy
2,501
+18
+0.7% +$1.76K 0.07% 125
2017
Q4 		$245K Buy
+2,483
New +$239K 0.07% 121

Other funds holding DVY

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MP
Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

New England Private Wealth Advisors's DVY Position: Q2 2026 in Review

New England Private Wealth Advisors increased its iShares Select Dividend ETF (DVY) stake by 0.49% in Q2 2026, buying an estimated $3.85K and bringing the position to 5,102 shares worth $832K. The position accounts for 0.08% of the portfolio, ranked #119.

New England Private Wealth Advisors first reported a position in DVY in Q4 2017 and has held it in 19 quarters since. The position peaked at $10.4M in Q1 2023. 932 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • New England Private Wealth Advisors held 5,102 shares of iShares Select Dividend ETF worth $832K as of Q2 2026.
  • New England Private Wealth Advisors bought 25 iShares Select Dividend ETF shares in Q2 2026, an estimated $3.85K.
  • iShares Select Dividend ETF made up 0.08% of New England Private Wealth Advisors's portfolio in Q2 2026, its #119 holding.
  • New England Private Wealth Advisors first reported a position in iShares Select Dividend ETF in Q4 2017 and has held it in 19 quarters since.
  • New England Private Wealth Advisors's iShares Select Dividend ETF position peaked at $10.4M in Q1 2023.
  • 932 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.