Primoris Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Primoris Wealth 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	$458K	Hold	3,026	–	–	0.32%	60
2025 Q4	$427K	Hold	3,026	–	–	0.26%	74
2025 Q3	$430K	Sell	3,026 -25	-0.8%	-$3.46K	0.27%	70
2025 Q2	$405K	Buy	+3,051	New	+$395K	0.28%	69

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Primoris Wealth Advisors's DVY Position: Q1 2026 in Review

Primoris Wealth Advisors held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 3,026 shares worth $458K. The position accounts for 0.32% of the portfolio, ranked #60.

Primoris Wealth Advisors first reported a position in DVY in Q2 2025 and has held it in 4 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Primoris Wealth Advisors held 3,026 shares of iShares Select Dividend ETF worth $458K as of Q1 2026.
Primoris Wealth Advisors left its iShares Select Dividend ETF share count unchanged in Q1 2026.
iShares Select Dividend ETF made up 0.32% of Primoris Wealth Advisors's portfolio in Q1 2026, its #60 holding.
Primoris Wealth Advisors first reported a position in iShares Select Dividend ETF in Q2 2025 and has held it in 4 quarters since.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.