Perennial Investment Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Perennial Investment 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 Q1	$315K	Buy	2,083 +124	+6%	+$18.7K	0.03%	378
2025 Q4	$276K	Buy	1,959 +2	+0.1%	+$283	0.02%	397
2025 Q3	$278K	Sell	1,957 -45	-2%	-$6.23K	0.02%	383
2025 Q2	$266K	Buy	2,002 +400	+25%	+$51.8K	0.03%	377
2025 Q1	$215K	Sell	1,602 -1,306	-45%	-$175K	0.02%	391
2024 Q4	$382K	Buy	2,908 +1,106	+61%	+$151K	0.05%	257
2024 Q3	$243K	Buy	+1,802	New	+$233K	0.03%	330
2024 Q2	–	Sell	-1,629	Closed	-$201K	–	382
2024 Q1	$201K	Buy	+1,629	New	+$191K	0.03%	328
2022 Q4	–	Sell	-3,066	Closed	-$329K	–	224
2022 Q3	$329K	Hold	3,066	–	–	0.15%	120
2022 Q2	$360K	Hold	3,066	–	–	0.14%	129
2022 Q1	$392K	Hold	3,066	–	–	0.12%	139
2021 Q4	$377K	Buy	3,066 +260	+9%	+$31K	0.12%	152
2021 Q3	$321K	Buy	2,806 +869	+45%	+$102K	0.11%	159
2021 Q2	$226K	Buy	+1,937	New	+$230K	0.08%	186

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 $424B AUM 22.94% 1-Year Est. Return

Perennial Investment Advisors's DVY Position: Q1 2026 in Review

Perennial Investment Advisors increased its iShares Select Dividend ETF (DVY) stake by 6.3% in Q1 2026, buying an estimated $18.7K and bringing the position to 2,083 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #378.

Perennial Investment Advisors first reported a position in DVY in Q2 2021 and has held it in 14 quarters since. The position peaked at $392K in Q1 2022. 1,417 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Perennial Investment Advisors held 2,083 shares of iShares Select Dividend ETF worth $315K as of Q1 2026.
Perennial Investment Advisors bought 124 iShares Select Dividend ETF shares in Q1 2026, an estimated $18.7K.
iShares Select Dividend ETF made up 0.03% of Perennial Investment Advisors's portfolio in Q1 2026, its #378 holding.
Perennial Investment Advisors first reported a position in iShares Select Dividend ETF in Q2 2021 and has held it in 14 quarters since.
Perennial Investment Advisors's iShares Select Dividend ETF position peaked at $392K in Q1 2022.
1,417 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.