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

Perfromance 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	$1.28M	Buy	8,464 +297	+4%	+$44.9K	0.04%	77
2025 Q4	$1.15M	Sell	8,167 -298	-4%	-$42.1K	0.03%	73
2025 Q3	$1.2M	Sell	8,465 -86	-1%	-$11.9K	0.03%	67
2025 Q2	$1.14M	Sell	8,551 -731	-8%	-$94.6K	0.04%	64
2025 Q1	$1.25M	Sell	9,282 -588	-6%	-$78.8K	0.04%	53
2024 Q4	$1.3M	Sell	9,870 -580	-6%	-$79K	0.04%	57
2024 Q3	$1.41M	Buy	10,450 +416	+4%	+$53.8K	0.05%	53
2024 Q2	$1.21M	Buy	10,034 +92	+0.9%	+$11.2K	0.04%	53
2024 Q1	$1.22M	Sell	9,942 -390	-4%	-$45.7K	0.05%	59
2023 Q4	$1.21M	Sell	10,332 -208	-2%	-$22.9K	0.05%	68
2023 Q3	$1.13M	Sell	10,540 -1,002	-9%	-$114K	0.06%	71
2023 Q2	$1.31M	Sell	11,542 -475	-4%	-$54.1K	0.06%	72
2023 Q1	$1.41M	Sell	12,017 -246	-2%	-$29.8K	0.07%	67
2022 Q4	$1.48M	Buy	12,263 +4	+0%	+$473	0.09%	60
2022 Q3	$1.31M	Hold	12,259	–	–	0.08%	58
2022 Q2	$1.44M	Sell	12,259 -400	-3%	-$50.1K	0.08%	58
2022 Q1	$1.62M	Sell	12,659 -25	-0.2%	-$3.12K	0.07%	59
2021 Q4	$1.55M	Buy	+12,684	New	+$1.51M	0.06%	63

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

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

Perfromance Wealth Partners increased its iShares Select Dividend ETF (DVY) stake by 3.6% in Q1 2026, buying an estimated $44.9K and bringing the position to 8,464 shares worth $1.28M. The position accounts for 0.04% of the portfolio, ranked #77.

Perfromance Wealth Partners first reported a position in DVY in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.62M in Q1 2022. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Perfromance Wealth Partners held 8,464 shares of iShares Select Dividend ETF worth $1.28M as of Q1 2026.
Perfromance Wealth Partners bought 297 iShares Select Dividend ETF shares in Q1 2026, an estimated $44.9K.
iShares Select Dividend ETF made up 0.04% of Perfromance Wealth Partners's portfolio in Q1 2026, its #77 holding.
Perfromance Wealth Partners first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 18 quarters since.
Perfromance Wealth Partners's iShares Select Dividend ETF position peaked at $1.62M in Q1 2022.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.