Opal Capital’s iShares Select Dividend ETF DVY Stock Holding History

Opal Capital’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	–	Sell	-2,729	Closed	-$414K	–	161
2025 Q4	$414K	Buy	+2,729	New	+$385K	0.1%	116

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Opal Capital's DVY Position: Q1 2026 in Review

Opal Capital sold out of iShares Select Dividend ETF (DVY) in Q1 2026, closing a stake of 2,729 shares — an estimated $414K sold.

Opal Capital first reported a position in DVY in Q4 2025 and held it in 1 quarter. The position peaked at $414K in Q4 2025. 1,422 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Opal Capital reported no remaining iShares Select Dividend ETF position as of Q1 2026 after selling out during the quarter.
Opal Capital sold 2,729 iShares Select Dividend ETF shares in Q1 2026, an estimated $414K.
Opal Capital first reported a position in iShares Select Dividend ETF in Q4 2025 and held it in 1 quarter.
Opal Capital's iShares Select Dividend ETF position peaked at $414K in Q4 2025.
1,422 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Opal Capital's 13F filing for Q1 2026, filed 18 May 2026.