Prosperity Consulting Group’s iShares Select Dividend ETF DVY Stock Holding History

Prosperity Consulting Group’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	$1.42M	Sell	9,067 -168	-2%	-$25.9K	0.05%	213
2026 Q1	$1.4M	Sell	9,235 -25	-0.3%	-$3.77K	0.06%	199
2025 Q4	$1.31M	Buy	9,260 +480	+5%	+$67.8K	0.06%	216
2025 Q3	$1.25M	Sell	8,780 -24	-0.3%	-$3.32K	0.06%	214
2025 Q2	$1.17M	Sell	8,804 -88	-1%	-$11.4K	0.09%	201
2025 Q1	$1.19M	Sell	8,892 -23	-0.3%	-$3.08K	0.09%	195
2024 Q4	$1.17M	Buy	8,915 +783	+10%	+$107K	0.09%	207
2024 Q3	$1.1M	Buy	+8,132	New	+$1.05M	0.09%	214

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

Prosperity Consulting Group's DVY Position: Q2 2026 in Review

Prosperity Consulting Group reduced its iShares Select Dividend ETF (DVY) stake by 1.8% in Q2 2026, selling an estimated $25.9K and leaving 9,067 shares worth $1.42M. The position accounts for 0.05% of the portfolio, ranked #213.

Prosperity Consulting Group first reported a position in DVY in Q3 2024 and has held it in 8 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Prosperity Consulting Group held 9,067 shares of iShares Select Dividend ETF worth $1.42M as of Q2 2026.
Prosperity Consulting Group sold 168 iShares Select Dividend ETF shares in Q2 2026, an estimated $25.9K.
iShares Select Dividend ETF made up 0.05% of Prosperity Consulting Group's portfolio in Q2 2026, its #213 holding.
Prosperity Consulting Group first reported a position in iShares Select Dividend ETF in Q3 2024 and has held it in 8 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.