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

Provident 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 Q2	$52.5K	Sell	336 -215	-39%	-$33.1K	0.01%	131
2026 Q1	$83.4K	Sell	551 -149	-21%	-$22.5K	0.03%	104
2025 Q4	$98.8K	Sell	700 -2,264	-76%	-$320K	0.03%	105
2025 Q3	$421K	Sell	2,964 -391	-12%	-$54.2K	0.13%	51
2025 Q2	$446K	Sell	3,355 -271	-7%	-$35.1K	0.15%	48
2025 Q1	$487K	Sell	3,626 -179	-5%	-$24K	0.17%	45
2024 Q4	$500K	Sell	3,805 -95	-2%	-$12.9K	0.17%	46
2024 Q3	$527K	Hold	3,900	–	–	0.18%	47
2024 Q2	$472K	Buy	+3,900	New	+$473K	0.17%	47

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

Provident Wealth Management's DVY Position: Q2 2026 in Review

Provident Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 39% in Q2 2026, selling an estimated $33.1K and leaving 336 shares worth $52.5K. The position accounts for 0.01% of the portfolio, ranked #131.

Provident Wealth Management first reported a position in DVY in Q2 2024 and has held it in 9 quarters since. The position peaked at $527K in Q3 2024. 1,422 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Provident Wealth Management held 336 shares of iShares Select Dividend ETF worth $52.5K as of Q2 2026.
Provident Wealth Management sold 215 iShares Select Dividend ETF shares in Q2 2026, an estimated $33.1K.
iShares Select Dividend ETF made up 0.01% of Provident Wealth Management's portfolio in Q2 2026, its #131 holding.
Provident Wealth Management first reported a position in iShares Select Dividend ETF in Q2 2024 and has held it in 9 quarters since.
Provident Wealth Management's iShares Select Dividend ETF position peaked at $527K in Q3 2024.
1,422 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Provident Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.