Resources Management Corp’s iShares Select Dividend ETF DVY Stock Holding History

Resources Management Corp’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	–	Sell	-400	Closed	-$56K	–	408
2025 Q4	$56K	Buy	+400	New	+$56.5K	0.01%	259
2020 Q1	–	Sell	-291	Closed	-$31K	–	488
2019 Q4	$31K	Hold	291	–	–	0.01%	319
2019 Q3	$30K	Buy	+291	New	+$29K	0.01%	338
2018 Q4	$26K	Hold	291	–	–	0.01%	331
2018 Q3	$29K	Buy	+291	New	+$29.2K	0.01%	322

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Resources Management Corp's DVY Position: Q1 2026 in Review

Resources Management Corp sold out of iShares Select Dividend ETF (DVY) in Q1 2026, closing a stake of 400 shares — an estimated $56K sold.

Resources Management Corp first reported a position in DVY in Q3 2018 and held it in 5 quarters. The position peaked at $56K in Q4 2025. 1,424 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Resources Management Corp reported no remaining iShares Select Dividend ETF position as of Q1 2026 after selling out during the quarter.
Resources Management Corp sold 400 iShares Select Dividend ETF shares in Q1 2026, an estimated $56K.
Resources Management Corp first reported a position in iShares Select Dividend ETF in Q3 2018 and held it in 5 quarters.
Resources Management Corp's iShares Select Dividend ETF position peaked at $56K in Q4 2025.
1,424 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Resources Management Corp's 13F filing for Q1 2026, filed 15 May 2026.