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Regatta Capital Group’s iShares Select Dividend ETF DVY Stock Holding History

Regatta Capital 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 		$656K Buy
4,198
+22
+0.5% +$3.39K 0.09% 127
2026
Q1 		$632K Buy
4,176
+53
+1% +$8K 0.1% 120
2025
Q4 		$582K Sell
4,123
-41
-1% -$5.79K 0.09% 130
2025
Q3 		$592K Buy
4,164
+25
+0.6% +$3.46K 0.09% 129
2025
Q2 		$550K Buy
4,139
+154
+4% +$19.9K 0.09% 129
2025
Q1 		$535K Buy
3,985
+20
+0.5% +$2.68K 0.1% 121
2024
Q4 		$521K Buy
3,965
+250
+7% +$34.1K 0.1% 115
2024
Q3 		$502K Buy
3,715
+90
+2% +$11.6K 0.1% 123
2024
Q2 		$439K Buy
3,625
+300
+9% +$36.4K 0.09% 125
2024
Q1 		$410K Buy
3,325
+25
+0.8% +$2.93K 0.09% 130
2023
Q4 		$387K Sell
3,300
-1,696
-34% -$187K 0.1% 124
2023
Q3 		$538K Sell
4,996
-157
-3% -$17.9K 0.17% 95
2023
Q2 		$584K Sell
5,153
-135
-3% -$15.4K 0.19% 93
2023
Q1 		$638K Hold
5,288
– – 0.23% 94
2022
Q4 		$638K Buy
5,288
+2,937
+125% +$347K 0.23% 94
2022
Q3 		$277K Hold
2,351
– – 0.11% 134
2022
Q2 		$277K Hold
2,351
– – 0.13% 127
2022
Q1 		$301K Buy
2,351
+200
+9% +$25K 0.1% 140
2021
Q4 		$264K Buy
+2,151
New +$256K 0.09% 157

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Regatta Capital Group's DVY Position: Q2 2026 in Review

Regatta Capital Group increased its iShares Select Dividend ETF (DVY) stake by 0.53% in Q2 2026, buying an estimated $3.39K and bringing the position to 4,198 shares worth $656K. The position accounts for 0.09% of the portfolio, ranked #127.

Regatta Capital Group first reported a position in DVY in Q4 2021 and has held it in 19 quarters since. 1,417 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Regatta Capital Group held 4,198 shares of iShares Select Dividend ETF worth $656K as of Q2 2026.
  • Regatta Capital Group bought 22 iShares Select Dividend ETF shares in Q2 2026, an estimated $3.39K.
  • iShares Select Dividend ETF made up 0.09% of Regatta Capital Group's portfolio in Q2 2026, its #127 holding.
  • Regatta Capital Group first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,417 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.