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

Private 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 Q2	$219K	Hold	1,400	–	–	0.02%	170
2026 Q1	$212K	Buy	+1,400	New	+$211K	0.02%	161
2021 Q1	–	Sell	-2,350	Closed	-$226K	–	87
2020 Q4	$226K	Buy	+2,350	New	+$213K	0.02%	109

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 Partners's DVY Position: Q2 2026 in Review

Private Wealth Partners held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,400 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #170.

Private Wealth Partners first reported a position in DVY in Q4 2020 and has held it in 3 quarters since. The position peaked at $226K in Q4 2020. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Private Wealth Partners held 1,400 shares of iShares Select Dividend ETF worth $219K as of Q2 2026.
Private Wealth Partners left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.02% of Private Wealth Partners's portfolio in Q2 2026, its #170 holding.
Private Wealth Partners first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 3 quarters since.
Private Wealth Partners's iShares Select Dividend ETF position peaked at $226K in Q4 2020.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.