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DVY icon

&Partners’s iShares Select Dividend ETF DVY Stock Holding History

&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 		$21.6M Sell
142,798
-1,690
-1% -$255K 0.11% 175
2025
Q4 		$20.4M Buy
144,488
+4,480
+3% +$633K 0.11% 172
2025
Q3 		$19.9M Buy
140,008
+6,600
+5% +$914K 0.13% 152
2025
Q2 		$17.7M Buy
133,408
+12,387
+10% +$1.6M 0.14% 153
2025
Q1 		$16.1M Buy
121,021
+37,752
+45% +$5.06M 0.17% 126
2024
Q4 		$10.9M Buy
83,269
+11,454
+16% +$1.56M 0.13% 158
2024
Q3 		$9.7M Buy
71,815
+5,432
+8% +$702K 0.19% 121
2024
Q2 		$8.03M Buy
66,383
+4,642
+8% +$563K 0.35% 69
2024
Q1 		$7.58M Buy
61,741
+27,995
+83% +$3.28M 1.04% 16
2023
Q4 		$3.96M Sell
33,746
-24,252
-42% -$2.67M 0.96% 18
2023
Q3 		$6.25M Buy
57,998
+3,012
+5% +$343K 2.92% 9
2023
Q2 		$6.23M Buy
54,986
+1,347
+3% +$153K 2.79% 9
2023
Q1 		$6.29M Buy
53,639
+579
+1% +$70K 3.02% 9
2022
Q4 		$6.4M Buy
53,060
+701
+1% +$82.9K 3.18% 8
2022
Q3 		$5.63M Buy
52,359
+1,870
+4% +$224K 3.26% 7
2022
Q2 		$5.96M Buy
50,489
+4,025
+9% +$504K 3.44% 6
2022
Q1 		$6M Buy
46,464
+5,741
+14% +$717K 3.37% 6
2021
Q4 		$5.09M Buy
40,723
+8,712
+27% +$1.04M 3.07% 6
2021
Q3 		$3.67M Buy
32,011
+6,470
+25% +$756K 2.33% 7
2021
Q2 		$2.98M Buy
25,541
+8,240
+48% +$980K 1.93% 7
2021
Q1 		$1.99M Buy
17,301
+7,617
+79% +$805K 1.45% 12
2020
Q4 		$931K Buy
9,684
+4,551
+89% +$413K 0.78% 36
2020
Q3 		$419K Buy
+5,133
New +$428K 0.43% 62

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

&Partners's DVY Position: Q1 2026 in Review

&Partners reduced its iShares Select Dividend ETF (DVY) stake by 1.2% in Q1 2026, selling an estimated $255K and leaving 142,798 shares worth $21.6M. The position accounts for 0.11% of the portfolio, ranked #175.

&Partners first reported a position in DVY in Q3 2020 and has held it in 23 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • &Partners held 142,798 shares of iShares Select Dividend ETF worth $21.6M as of Q1 2026.
  • &Partners sold 1,690 iShares Select Dividend ETF shares in Q1 2026, an estimated $255K.
  • iShares Select Dividend ETF made up 0.11% of &Partners's portfolio in Q1 2026, its #175 holding.
  • &Partners first reported a position in iShares Select Dividend ETF in Q3 2020 and has held it in 23 quarters since.
  • 1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.