Private Wealth Asset Management’s iShares Select Dividend ETF DVY Stock Holding History

Private Wealth Asset 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
2026 Q2	$324K	Hold	2,075	–	–	0.03%	225
2026 Q1	$314K	Hold	2,075	–	–	0.03%	217
2025 Q4	$293K	Hold	2,075	–	–	0.03%	224
2025 Q3	$295K	Sell	2,075 -777	-27%	-$108K	0.03%	206
2025 Q2	$379K	Hold	2,852	–	–	0.05%	182
2025 Q1	$383K	Buy	+2,852	New	+$382K	0.06%	170

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

Private Wealth Asset Management's DVY Position: Q2 2026 in Review

Private Wealth Asset Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 2,075 shares worth $324K. The position accounts for 0.03% of the portfolio, ranked #225.

Private Wealth Asset Management first reported a position in DVY in Q1 2025 and has held it in 6 quarters since. The position peaked at $383K in Q1 2025. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Private Wealth Asset Management held 2,075 shares of iShares Select Dividend ETF worth $324K as of Q2 2026.
Private Wealth Asset Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.03% of Private Wealth Asset Management's portfolio in Q2 2026, its #225 holding.
Private Wealth Asset Management first reported a position in iShares Select Dividend ETF in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's iShares Select Dividend ETF position peaked at $383K in Q1 2025.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.