Physician Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Physician Wealth 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	$181K	Hold	1,198	–	–	0.03%	202
2025 Q4	$169K	Buy	1,198 +1	+0.1%	+$141	0.02%	220
2025 Q3	$170K	Hold	1,197	–	–	0.02%	214
2025 Q2	$159K	Buy	1,197 +1	+0.1%	+$129	0.03%	214
2025 Q1	$161K	Hold	1,196	–	–	0.03%	205
2024 Q4	$157K	Buy	+1,196	New	+$163K	0.03%	205

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

Physician Wealth Advisors's DVY Position: Q1 2026 in Review

Physician Wealth Advisors held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 1,198 shares worth $181K. The position accounts for 0.03% of the portfolio, ranked #202.

Physician Wealth Advisors first reported a position in DVY in Q4 2024 and has held it in 6 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Physician Wealth Advisors held 1,198 shares of iShares Select Dividend ETF worth $181K as of Q1 2026.
Physician Wealth Advisors left its iShares Select Dividend ETF share count unchanged in Q1 2026.
iShares Select Dividend ETF made up 0.03% of Physician Wealth Advisors's portfolio in Q1 2026, its #202 holding.
Physician Wealth Advisors first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 6 quarters since.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.