Pines Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Pines Wealth Management’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 Q2	$512K	Sell	3,273 -299	-8%	-$46K	0.15%	136
2026 Q1	$541K	Hold	3,572	–	–	0.18%	124
2025 Q4	$504K	Hold	3,572	–	–	0.16%	134
2025 Q3	$508K	Hold	3,572	–	–	0.17%	125
2025 Q2	$488K	Hold	3,572	–	–	0.17%	129
2025 Q1	$423K	Buy	3,572 +782	+28%	+$105K	0.2%	120
2024 Q4	$359K	Buy	+2,790	New	+$380K	0.16%	142

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pines Wealth Management's DVY Position: Q2 2026 in Review

Pines Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 8.4% in Q2 2026, selling an estimated $46K and leaving 3,273 shares worth $512K. The position accounts for 0.15% of the portfolio, ranked #136.

Pines Wealth Management first reported a position in DVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $541K in Q1 2026. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Pines Wealth Management held 3,273 shares of iShares Select Dividend ETF worth $512K as of Q2 2026.
Pines Wealth Management sold 299 iShares Select Dividend ETF shares in Q2 2026, an estimated $46K.
iShares Select Dividend ETF made up 0.15% of Pines Wealth Management's portfolio in Q2 2026, its #136 holding.
Pines Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Pines Wealth Management's iShares Select Dividend ETF position peaked at $541K in Q1 2026.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.