Rise Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Rise 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 Q2	$203K	Sell	1,297 -54	-4%	-$8.31K	0.06%	103
2026 Q1	$204K	Buy	+1,351	New	+$204K	0.07%	93
2025 Q4	–	Sell	-1,544	Closed	-$219K	–	491
2025 Q3	$219K	Hold	1,544	–	–	0.08%	89
2025 Q2	$205K	Buy	1,544 +6	+0.4%	+$777	0.08%	94
2025 Q1	$207K	Sell	1,538 -59	-4%	-$7.91K	0.09%	87
2024 Q4	$210K	Sell	1,597 -70	-4%	-$9.54K	0.1%	83
2024 Q3	$225K	Sell	1,667 -82	-5%	-$10.6K	0.11%	86
2024 Q2	$212K	Buy	1,749 +48	+3%	+$5.83K	0.11%	91
2024 Q1	$210K	Buy	1,701 +8	+0.5%	+$937	0.11%	88
2023 Q4	$198K	Buy	1,693 +20	+1%	+$2.2K	0.14%	72
2023 Q3	$180K	Sell	1,673 -468	-22%	-$53.2K	0.14%	70
2023 Q2	$243K	Sell	2,141 -106	-5%	-$12.1K	0.19%	55
2023 Q1	$263K	Sell	2,247 -183	-8%	-$22.1K	0.2%	53
2022 Q4	$293K	Buy	2,430 +14	+0.6%	+$1.66K	0.24%	51
2022 Q3	$259K	Sell	2,416 -89	-4%	-$10.7K	0.21%	53
2022 Q2	$295K	Buy	2,505 +13	+0.5%	+$1.63K	0.3%	45
2022 Q1	$319K	Sell	2,492 -40	-2%	-$5K	0.29%	47
2021 Q4	$310K	Buy	+2,532	New	+$302K	0.3%	47

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

Rise Advisors's DVY Position: Q2 2026 in Review

Rise Advisors reduced its iShares Select Dividend ETF (DVY) stake by 4% in Q2 2026, selling an estimated $8.31K and leaving 1,297 shares worth $203K. The position accounts for 0.06% of the portfolio, ranked #103.

Rise Advisors first reported a position in DVY in Q4 2021 and has held it in 18 quarters since. The position peaked at $319K in Q1 2022. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Rise Advisors held 1,297 shares of iShares Select Dividend ETF worth $203K as of Q2 2026.
Rise Advisors sold 54 iShares Select Dividend ETF shares in Q2 2026, an estimated $8.31K.
iShares Select Dividend ETF made up 0.06% of Rise Advisors's portfolio in Q2 2026, its #103 holding.
Rise Advisors first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 18 quarters since.
Rise Advisors's iShares Select Dividend ETF position peaked at $319K in Q1 2022.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.