Principle Wealth Partners’s iShares Select Dividend ETF DVY Stock Holding History

Principle Wealth Partners’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 Q3	$6.39M	Sell	41,987 -22	-0.1%	-$3.54K	0.31%	64
2026 Q2	$6.57M	Sell	42,009 -459	-1%	-$70.7K	0.32%	61
2026 Q1	$6.43M	Sell	42,468 -448	-1%	-$67.7K	0.37%	55
2025 Q4	$6.06M	Sell	42,916 -349	-0.8%	-$49.3K	0.34%	55
2025 Q3	$6.15M	Buy	43,265 +200	+0.5%	+$27.7K	0.36%	55
2025 Q2	$5.72M	Buy	43,065 +4,667	+12%	+$604K	0.36%	60
2025 Q1	$5.16M	Sell	38,398 -5,168	-12%	-$693K	0.37%	66
2024 Q4	$5.72M	Buy	43,566 +14,204	+48%	+$1.94M	0.4%	57
2024 Q3	$3.97M	Buy	29,362 +2,625	+10%	+$339K	0.28%	85
2024 Q2	$3.23M	Buy	26,737 +1,529	+6%	+$186K	0.25%	96
2024 Q1	$3.11M	Buy	25,208 +2,887	+13%	+$338K	0.24%	99
2023 Q4	$2.62M	Sell	22,321 -5,282	-19%	-$581K	0.23%	98
2023 Q3	$2.97M	Sell	27,603 -881	-3%	-$100K	0.3%	79
2023 Q2	$3.23M	Sell	28,484 -321	-1%	-$36.6K	0.32%	73
2023 Q1	$3.38M	Sell	28,805 -1,134	-4%	-$137K	0.36%	67
2022 Q4	$3.61M	Sell	29,939 -5,086	-15%	-$602K	0.41%	62
2022 Q3	$3.76M	Buy	35,025 +2,993	+9%	+$359K	0.35%	52
2022 Q2	$3.77M	Buy	32,032 +898	+3%	+$112K	0.45%	52
2022 Q1	$3.99M	Buy	31,134 +430	+1%	+$53.7K	0.42%	57
2021 Q4	$3.76M	Buy	30,704 +316	+1%	+$37.7K	0.4%	57
2021 Q3	$3.49M	Sell	30,388 -84	-0.3%	-$9.8K	0.4%	55
2021 Q2	$3.55M	Sell	30,472 -23	-0.1%	-$2.74K	0.4%	58
2021 Q1	$3.48M	Buy	30,495 +4,362	+17%	+$461K	0.41%	55
2020 Q4	$2.51M	Buy	+26,133	New	+$2.37M	0.33%	66
2020 Q3	–	Sell	-1,410	Closed	-$114K	–	228
2020 Q2	$114K	Buy	+1,410	New	+$113K	0.03%	195

Other funds holding DVY

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Principle Wealth Partners's DVY Position: Q3 2026 in Review

Principle Wealth Partners reduced its iShares Select Dividend ETF (DVY) stake by 0.05% in Q3 2026, selling an estimated $3.54K and leaving 41,987 shares worth $6.39M. The position accounts for 0.31% of the portfolio, ranked #64.

Principle Wealth Partners first reported a position in DVY in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.57M in Q2 2026. 1,150 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

Principle Wealth Partners held 41,987 shares of iShares Select Dividend ETF worth $6.39M as of Q3 2026.
Principle Wealth Partners sold 22 iShares Select Dividend ETF shares in Q3 2026, an estimated $3.54K.
iShares Select Dividend ETF made up 0.31% of Principle Wealth Partners's portfolio in Q3 2026, its #64 holding.
Principle Wealth Partners first reported a position in iShares Select Dividend ETF in Q2 2020 and has held it in 25 quarters since.
Principle Wealth Partners's iShares Select Dividend ETF position peaked at $6.57M in Q2 2026.
1,150 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Principle Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.