Obermeyer Wealth Partners’s iShares Select Dividend ETF DVY Stock Holding History

Obermeyer Wealth Partners’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	$481K	Hold	3,177	–	–	0.02%	175
2025 Q4	$448K	Buy	3,177 +378	+14%	+$53.4K	0.02%	184
2025 Q3	$398K	Hold	2,799	–	–	0.02%	198
2025 Q2	$372K	Sell	2,799 -20	-0.7%	-$2.59K	0.02%	192
2025 Q1	$379K	Sell	2,819 -15	-0.5%	-$2.01K	0.02%	179
2024 Q4	$372K	Buy	2,834 +15	+0.5%	+$2.04K	0.02%	183
2024 Q3	$381K	Hold	2,819	–	–	0.02%	180
2024 Q2	$341K	Sell	2,819 -45	-2%	-$5.46K	0.02%	181
2024 Q1	$353K	Hold	2,864	–	–	0.02%	176
2023 Q4	$336K	Buy	2,864 +69	+2%	+$7.59K	0.02%	157
2023 Q3	$301K	Buy	+2,795	New	+$318K	0.02%	160

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

Obermeyer Wealth Partners's DVY Position: Q1 2026 in Review

Obermeyer Wealth Partners held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 3,177 shares worth $481K. The position accounts for 0.02% of the portfolio, ranked #175.

Obermeyer Wealth Partners first reported a position in DVY in Q3 2023 and has held it in 11 quarters since. 1,415 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Obermeyer Wealth Partners held 3,177 shares of iShares Select Dividend ETF worth $481K as of Q1 2026.
Obermeyer Wealth Partners left its iShares Select Dividend ETF share count unchanged in Q1 2026.
iShares Select Dividend ETF made up 0.02% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #175 holding.
Obermeyer Wealth Partners first reported a position in iShares Select Dividend ETF in Q3 2023 and has held it in 11 quarters since.
1,415 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.