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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Pinion Investment Advisors sold out of iShares Select Dividend ETF (DVY) in Q1 2026, closing a stake of 4,679 shares — an estimated $660K sold.

Pinion Investment Advisors first reported a position in DVY in Q2 2022 and held it in 14 quarters. The position peaked at $4.58M in Q1 2025. 1,415 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • Pinion Investment Advisors reported no remaining iShares Select Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Pinion Investment Advisors sold 4,679 iShares Select Dividend ETF shares in Q1 2026, an estimated $660K.
  • Pinion Investment Advisors first reported a position in iShares Select Dividend ETF in Q2 2022 and held it in 14 quarters.
  • Pinion Investment Advisors's iShares Select Dividend ETF position peaked at $4.58M in Q1 2025.
  • 1,415 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

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