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

Proathlete Wealth 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 Q1	$1.09K	Hold	7	–	–	﹤0.01%	251
2025 Q4	$1.01K	Hold	7	–	–	﹤0.01%	274
2025 Q3	$1K	Sell	7 -115	-94%	-$15.9K	﹤0.01%	198
2025 Q2	$16.2K	Buy	+122	New	+$15.8K	0.01%	161

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

Proathlete Wealth Management's DVY Position: Q1 2026 in Review

Proathlete Wealth Management held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 7 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Proathlete Wealth Management first reported a position in DVY in Q2 2025 and has held it in 4 quarters since. The position peaked at $16.2K in Q2 2025. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Proathlete Wealth Management held 7 shares of iShares Select Dividend ETF worth $1.09K as of Q1 2026.
Proathlete Wealth Management left its iShares Select Dividend ETF share count unchanged in Q1 2026.
iShares Select Dividend ETF made up ﹤0.01% of Proathlete Wealth Management's portfolio in Q1 2026, its #251 holding.
Proathlete Wealth Management first reported a position in iShares Select Dividend ETF in Q2 2025 and has held it in 4 quarters since.
Proathlete Wealth Management's iShares Select Dividend ETF position peaked at $16.2K in Q2 2025.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Proathlete Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.