Ring Mountain Capital’s iShares Select Dividend ETF DVY Stock Holding History

Ring Mountain Capital’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	$230K	Sell	1,519 -14	-0.9%	-$2.11K	0.13%	86
2025 Q4	$226K	Sell	1,533 -116	-7%	-$16.4K	0.12%	90
2025 Q3	$234K	Sell	1,649 -59	-3%	-$8.17K	0.13%	92
2025 Q2	$232K	Sell	1,708 -2	-0.1%	-$259	0.14%	87
2025 Q1	$230K	Sell	1,710 -13	-0.8%	-$1.74K	0.17%	82
2024 Q4	$226K	Buy	+1,723	New	+$235K	0.15%	83

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ring Mountain Capital's DVY Position: Q1 2026 in Review

Ring Mountain Capital reduced its iShares Select Dividend ETF (DVY) stake by 0.91% in Q1 2026, selling an estimated $2.11K and leaving 1,519 shares worth $230K. The position accounts for 0.13% of the portfolio, ranked #86.

Ring Mountain Capital first reported a position in DVY in Q4 2024 and has held it in 6 quarters since. The position peaked at $234K in Q3 2025. 1,416 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Ring Mountain Capital held 1,519 shares of iShares Select Dividend ETF worth $230K as of Q1 2026.
Ring Mountain Capital sold 14 iShares Select Dividend ETF shares in Q1 2026, an estimated $2.11K.
iShares Select Dividend ETF made up 0.13% of Ring Mountain Capital's portfolio in Q1 2026, its #86 holding.
Ring Mountain Capital first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 6 quarters since.
Ring Mountain Capital's iShares Select Dividend ETF position peaked at $234K in Q3 2025.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Ring Mountain Capital's 13F filing for Q1 2026, filed 1 May 2026.