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

Prestige Wealth Management Group’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	$8.13K	Hold	52	–	–	﹤0.01%	479
2026 Q1	$7.87K	Hold	52	–	–	﹤0.01%	465
2025 Q4	$7.34K	Hold	52	–	–	﹤0.01%	499
2025 Q3	$7.39K	Hold	52	–	–	﹤0.01%	504
2025 Q2	$6.91K	Hold	52	–	–	﹤0.01%	499
2025 Q1	$6.98K	Hold	52	–	–	﹤0.01%	501
2024 Q4	$6.83K	Hold	52	–	–	﹤0.01%	534
2024 Q3	$7.02K	Sell	52 -266	-84%	-$34.4K	﹤0.01%	527
2024 Q2	$38.5K	Hold	318	–	–	0.01%	250
2024 Q1	$39.2K	Sell	318 -25	-7%	-$2.93K	0.01%	277
2023 Q4	$40.2K	Hold	343	–	–	0.01%	264
2023 Q3	$37.4K	Hold	343	–	–	0.01%	268
2023 Q2	$38.9K	Hold	343	–	–	0.01%	284
2023 Q1	$40.2K	Hold	343	–	–	0.01%	263
2022 Q4	$41.4K	Hold	343	–	–	0.01%	276
2022 Q3	$37K	Hold	343	–	–	0.01%	254
2022 Q2	$40K	Buy	343 +52	+18%	+$6.51K	0.01%	256
2022 Q1	$37K	Sell	291 -25	-8%	-$3.12K	0.01%	268
2021 Q4	$39K	Hold	316	–	–	0.01%	286
2021 Q3	$36K	Buy	+316	New	+$36.9K	0.01%	288
2021 Q2	–	Sell	-84	Closed	-$10K	–	979
2021 Q1	$10K	Buy	84 +1	+1%	+$106	﹤0.01%	481
2020 Q4	$8K	Hold	83	–	–	﹤0.01%	490
2020 Q3	$7K	Buy	83 +1	+1%	+$83	﹤0.01%	489
2020 Q2	$7K	Sell	82 -99	-55%	-$7.91K	﹤0.01%	472
2020 Q1	$13K	Buy	181 +26	+17%	+$2.48K	0.01%	332
2019 Q4	$16K	Buy	155 +55	+55%	+$5.67K	0.01%	308
2019 Q3	$10K	Hold	100	–	–	0.01%	338
2019 Q2	$10K	Sell	100 -237	-70%	-$23.4K	0.01%	326
2019 Q1	$33K	Sell	337 -13	-4%	-$1.25K	0.02%	218
2018 Q4	$31K	Buy	+350	New	+$33.5K	0.02%	244

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

Prestige Wealth Management Group's DVY Position: Q2 2026 in Review

Prestige Wealth Management Group held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 52 shares worth $8.13K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Prestige Wealth Management Group first reported a position in DVY in Q4 2018 and has held it in 30 quarters since. The position peaked at $41.4K in Q4 2022. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Prestige Wealth Management Group held 52 shares of iShares Select Dividend ETF worth $8.13K as of Q2 2026.
Prestige Wealth Management Group left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #479 holding.
Prestige Wealth Management Group first reported a position in iShares Select Dividend ETF in Q4 2018 and has held it in 30 quarters since.
Prestige Wealth Management Group's iShares Select Dividend ETF position peaked at $41.4K in Q4 2022.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.