RIA
DVY icon

Regal Investment Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Regal Investment Advisors’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 		$1.55M Sell
10,232
-897
-8% -$135K 0.09% 228
2025
Q4 		$1.57M Sell
11,129
-172
-2% -$24.3K 0.09% 224
2025
Q3 		$1.61M Sell
11,301
-142
-1% -$19.7K 0.1% 203
2025
Q2 		$1.52M Sell
11,443
-44
-0.4% -$5.7K 0.11% 184
2025
Q1 		$1.54M Sell
11,487
-330
-3% -$44.3K 0.12% 170
2024
Q4 		$1.55M Buy
11,817
+621
+6% +$84.6K 0.12% 187
2024
Q3 		$1.51M Sell
11,196
-658
-6% -$85.1K 0.11% 202
2024
Q2 		$1.43M Sell
11,854
-927
-7% -$113K 0.09% 213
2024
Q1 		$1.57M Sell
12,781
-1,251
-9% -$147K 0.11% 199
2023
Q4 		$1.64M Sell
14,032
-388
-3% -$42.7K 0.12% 176
2023
Q3 		$1.55M Buy
14,420
+156
+1% +$17.7K 0.13% 168
2023
Q2 		$1.62M Sell
14,264
-145
-1% -$16.5K 0.14% 160
2023
Q1 		$1.69M Sell
14,409
-898
-6% -$109K 0.15% 155
2022
Q4 		$1.85M Sell
15,307
-1,110
-7% -$131K 0.18% 131
2022
Q3 		$1.76M Buy
16,417
+2,441
+17% +$293K 0.19% 126
2022
Q2 		$1.65M Buy
13,976
+11
+0.1% +$1.38K 0.17% 131
2022
Q1 		$1.79M Sell
13,965
-135
-1% -$16.9K 0.16% 134
2021
Q4 		$1.73M Buy
14,100
+578
+4% +$68.9K 0.15% 141
2021
Q3 		$1.55M Buy
13,522
+597
+5% +$69.8K 0.15% 146
2021
Q2 		$1.51M Buy
+12,925
New +$1.54M 0.15% 147
2021
Q1 		– Sell
-12,913
Closed -$1.24M – 121
2020
Q4 		$1.24M Buy
+12,913
New +$1.17M 0.14% 154
2020
Q3 		– Sell
-11,024
Closed -$890K – 46
2020
Q2 		$890K Buy
+11,024
New +$881K 0.16% 129
2020
Q1 		– Sell
-8,634
Closed -$912K – 87
2019
Q4 		$912K Buy
8,634
+611
+8% +$62.9K 0.16% 136
2019
Q3 		$818K Buy
8,023
+136
+2% +$13.6K 0.16% 147
2019
Q2 		$785K Sell
7,887
-940
-11% -$92.7K 0.15% 148
2019
Q1 		$867K Sell
8,827
-1,094
-11% -$105K 0.18% 137
2018
Q4 		$886K Buy
9,921
+1,142
+13% +$109K 0.19% 138
2018
Q3 		$876K Sell
8,779
-1,320
-13% -$132K 0.18% 139
2018
Q2 		$987K Sell
10,099
-2,952
-23% -$286K 0.3% 107
2018
Q1 		$1.24M Sell
13,051
-578
-4% -$56.4K 0.27% 110
2017
Q4 		$1.34M Sell
13,629
-2,897
-18% -$279K 0.3% 102
2017
Q3 		$1.55M Sell
16,526
-1,893
-10% -$175K 0.36% 92
2017
Q2 		$1.7M Sell
18,419
-69
-0.4% -$6.34K 0.42% 87
2017
Q1 		$1.68M Buy
18,488
+8,949
+94% +$810K 0.44% 78
2016
Q4 		$845K Buy
9,539
+569
+6% +$49K 0.23% 120
2016
Q3 		$769K Buy
8,970
+967
+12% +$83.5K 0.22% 120
2016
Q2 		$683K Buy
8,003
+179
+2% +$14.7K 0.19% 133
2016
Q1 		$639K Sell
7,824
-875
-10% -$66.8K 0.17% 131
2015
Q4 		$653K Buy
8,699
+6
+0.1% +$456 0.17% 132
2015
Q3 		$632K Sell
8,693
-305
-3% -$22.8K 0.16% 135
2015
Q2 		$676K Sell
8,998
-424
-5% -$33.1K 0.18% 127
2015
Q1 		$734K Sell
9,422
-1,277
-12% -$101K 0.18% 129
2014
Q4 		$850K Sell
10,699
-3,877
-27% -$299K 0.23% 111
2014
Q3 		$1.08M Buy
14,576
+10
+0.1% +$754 0.33% 86
2014
Q2 		$1.12M Sell
14,566
-460
-3% -$34.4K 0.4% 79
2014
Q1 		$1.1M Sell
15,026
-1,294
-8% -$91.8K 0.47% 73
2013
Q4 		$1.16M Sell
16,320
-1,491
-8% -$104K 0.67% 63
2013
Q3 		$1.18M Buy
17,811
+3,277
+23% +$218K 0.69% 46
2013
Q2 		$938K Buy
+14,534
New +$941K 0.52% 66

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Regal Investment Advisors's DVY Position: Q1 2026 in Review

Regal Investment Advisors reduced its iShares Select Dividend ETF (DVY) stake by 8.1% in Q1 2026, selling an estimated $135K and leaving 10,232 shares worth $1.55M. The position accounts for 0.09% of the portfolio, ranked #228.

Regal Investment Advisors first reported a position in DVY in Q2 2013 and has held it in 49 quarters since. The position peaked at $1.85M in Q4 2022. 1,416 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • Regal Investment Advisors held 10,232 shares of iShares Select Dividend ETF worth $1.55M as of Q1 2026.
  • Regal Investment Advisors sold 897 iShares Select Dividend ETF shares in Q1 2026, an estimated $135K.
  • iShares Select Dividend ETF made up 0.09% of Regal Investment Advisors's portfolio in Q1 2026, its #228 holding.
  • Regal Investment Advisors first reported a position in iShares Select Dividend ETF in Q2 2013 and has held it in 49 quarters since.
  • Regal Investment Advisors's iShares Select Dividend ETF position peaked at $1.85M in Q4 2022.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.