Prelude Capital Management’s iShares Select Dividend ETF DVY Stock Holding History

Prelude Capital 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
2025 Q4	–	Sell	-4,672	Closed	-$664K	–	1354
2025 Q3	$664K	Sell	4,672 -1,642	-26%	-$227K	0.05%	423
2025 Q2	$839K	Buy	+6,314	New	+$818K	0.08%	300

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

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

Prelude Capital Management's DVY Position: Q4 2025 in Review

Prelude Capital Management sold out of iShares Select Dividend ETF (DVY) in Q4 2025, closing a stake of 4,672 shares — an estimated $664K sold.

Prelude Capital Management first reported a position in DVY in Q2 2025 and held it in 2 quarters. The position peaked at $839K in Q2 2025. 1,381 funds tracked by Wall St. Rank hold DVY as of Q4 2025.

Prelude Capital Management reported no remaining iShares Select Dividend ETF position as of Q4 2025 after selling out during the quarter.
Prelude Capital Management sold 4,672 iShares Select Dividend ETF shares in Q4 2025, an estimated $664K.
Prelude Capital Management first reported a position in iShares Select Dividend ETF in Q2 2025 and held it in 2 quarters.
Prelude Capital Management's iShares Select Dividend ETF position peaked at $839K in Q2 2025.
1,381 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2025.

Based on Prelude Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.