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

Pinion 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
Q2 		$279K Buy
+1,783
New +$274K 0.05% 179
2026
Q1 		– Sell
-4,679
Closed -$660K – 185
2025
Q4 		$660K Buy
+4,679
New +$661K 0.16% 93
2025
Q3 		– Sell
-20,715
Closed -$2.75M – 171
2025
Q2 		$2.75M Sell
20,715
-13,375
-39% -$1.73M 0.95% 23
2025
Q1 		$4.58M Buy
34,090
+16,762
+97% +$2.25M 1.01% 20
2024
Q4 		$2.27M Buy
17,328
+5,161
+42% +$703K 0.91% 23
2024
Q3 		$1.64M Buy
12,167
+380
+3% +$49.1K 0.69% 27
2024
Q2 		$1.43M Sell
11,787
-2,986
-20% -$362K 0.71% 25
2024
Q1 		$1.82M Buy
14,773
+3,138
+27% +$367K 0.94% 18
2023
Q4 		$1.36M Buy
11,635
+3,077
+36% +$339K 0.82% 21
2023
Q3 		$921K Buy
8,558
+3,413
+66% +$388K 0.6% 33
2023
Q2 		$583K Sell
5,145
-772
-13% -$87.9K 0.4% 62
2023
Q1 		$693K Buy
5,917
+148
+3% +$17.9K 0.65% 35
2022
Q4 		$696K Buy
5,769
+1,554
+37% +$184K 0.66% 40
2022
Q3 		$452K Buy
4,215
+630
+18% +$75.5K 0.4% 79
2022
Q2 		$422K Buy
+3,585
New +$449K 0.35% 94

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pinion Investment Advisors's DVY Position: Q2 2026 in Review

Pinion Investment Advisors opened a new position in iShares Select Dividend ETF (DVY) in Q2 2026: 1,783 shares worth $279K. The stake represents 0.05% of the portfolio and ranks #179 among its holdings. This is a return to the name: Pinion Investment Advisors previously reported a position in DVY as recently as Q4 2025.

Pinion Investment Advisors first reported a position in DVY in Q2 2022 and has held it in 15 quarters since. The position peaked at $4.58M in Q1 2025. 1,420 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Pinion Investment Advisors held 1,783 shares of iShares Select Dividend ETF worth $279K as of Q2 2026.
  • iShares Select Dividend ETF was a new Pinion Investment Advisors position in Q2 2026.
  • iShares Select Dividend ETF made up 0.05% of Pinion Investment Advisors's portfolio in Q2 2026, its #179 holding.
  • Pinion Investment Advisors first reported a position in iShares Select Dividend ETF in Q2 2022 and has held it in 15 quarters since.
  • Pinion Investment Advisors's iShares Select Dividend ETF position peaked at $4.58M in Q1 2025.
  • 1,420 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.