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

Optima 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
-850
Closed -$120K – 476
2025
Q4 		$120K Buy
+850
New +$120K 0.05% 205

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Optima Capital's DVY Position: Q1 2026 in Review

Optima Capital sold out of iShares Select Dividend ETF (DVY) in Q1 2026, closing a stake of 850 shares — an estimated $120K sold.

Optima Capital first reported a position in DVY in Q4 2025 and held it in 1 quarter. The position peaked at $120K in Q4 2025. 1,416 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • Optima Capital reported no remaining iShares Select Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 850 iShares Select Dividend ETF shares in Q1 2026, an estimated $120K.
  • Optima Capital first reported a position in iShares Select Dividend ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's iShares Select Dividend ETF position peaked at $120K in Q4 2025.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.