Quest 10 Wealth Builders’s iShares Select Dividend ETF DVY Stock Holding History

Quest 10 Wealth Builders’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	$661K	Sell	4,231 -82	-2%	-$12.6K	0.51%	50
2026 Q1	$653K	Hold	4,313	–	–	0.57%	43
2025 Q4	$609K	Sell	4,313 -8	-0.2%	-$1.13K	0.54%	48
2025 Q3	$614K	Sell	4,321 -206	-5%	-$28.5K	0.57%	48
2025 Q2	$601K	Sell	4,527 -955	-17%	-$124K	0.59%	46
2025 Q1	$736K	Sell	5,482 -2,413	-31%	-$324K	0.79%	33
2024 Q4	$1.04M	Buy	+7,895	New	+$1.08M	1.03%	22

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

Quest 10 Wealth Builders's DVY Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its iShares Select Dividend ETF (DVY) stake by 1.9% in Q2 2026, selling an estimated $12.6K and leaving 4,231 shares worth $661K. The position accounts for 0.51% of the portfolio, ranked #50.

Quest 10 Wealth Builders first reported a position in DVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.04M in Q4 2024. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Quest 10 Wealth Builders held 4,231 shares of iShares Select Dividend ETF worth $661K as of Q2 2026.
Quest 10 Wealth Builders sold 82 iShares Select Dividend ETF shares in Q2 2026, an estimated $12.6K.
iShares Select Dividend ETF made up 0.51% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #50 holding.
Quest 10 Wealth Builders first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Quest 10 Wealth Builders's iShares Select Dividend ETF position peaked at $1.04M in Q4 2024.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.