Ritholtz Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Ritholtz Wealth Management’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	$467K	Sell	2,990 -17	-0.6%	-$2.62K	0.01%	881
2026 Q1	$455K	Buy	3,007 +158	+6%	+$23.9K	0.01%	826
2025 Q4	$402K	Buy	2,849 +746	+35%	+$105K	0.01%	794
2025 Q3	$299K	Sell	2,103 -15	-0.7%	-$2.08K	0.01%	837
2025 Q2	$281K	Sell	2,118 -396	-16%	-$51.3K	0.01%	818
2025 Q1	$338K	Sell	2,514 -250	-9%	-$33.5K	0.01%	711
2024 Q4	$363K	Buy	2,764 +86	+3%	+$11.7K	0.01%	652
2024 Q3	$362K	Buy	2,678 +675	+34%	+$87.3K	0.01%	656
2024 Q2	$242K	Sell	2,003 -159	-7%	-$19.3K	0.01%	710
2024 Q1	$266K	Hold	2,162	–	–	0.01%	666
2023 Q4	$253K	Hold	2,162	–	–	0.01%	641
2023 Q3	$233K	Buy	+2,162	New	+$246K	0.01%	613
2020 Q2	–	Sell	-3,719	Closed	-$273K	–	296
2020 Q1	$273K	Buy	3,719 +85	+2%	+$8.12K	0.04%	113
2019 Q4	$384K	Sell	3,634 -486	-12%	-$50.1K	0.06%	100
2019 Q3	$420K	Buy	4,120 +350	+9%	+$34.9K	0.07%	85
2019 Q2	$375K	Buy	3,770 +190	+5%	+$18.7K	0.06%	91
2019 Q1	$351K	Sell	3,580 -274	-7%	-$26.2K	0.06%	92
2018 Q4	$344K	Buy	3,854 +95	+3%	+$9.1K	0.08%	83
2018 Q3	$375K	Buy	3,759 +106	+3%	+$10.6K	0.1%	80
2018 Q2	$357K	Buy	3,653 +73	+2%	+$7.08K	0.1%	80
2018 Q1	$341K	Sell	3,580 -20	-0.6%	-$1.95K	0.1%	78
2017 Q4	$355K	Hold	3,600	–	–	0.11%	81
2017 Q3	$337K	Hold	3,600	–	–	0.13%	52
2017 Q2	$332K	Buy	+3,600	New	+$331K	0.14%	49
2016 Q4	$319K	Buy	+3,600	New	+$310K	0.16%	57

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

Ritholtz Wealth Management's DVY Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 0.57% in Q2 2026, selling an estimated $2.62K and leaving 2,990 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #881.

Ritholtz Wealth Management first reported a position in DVY in Q4 2016 and has held it in 25 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Ritholtz Wealth Management held 2,990 shares of iShares Select Dividend ETF worth $467K as of Q2 2026.
Ritholtz Wealth Management sold 17 iShares Select Dividend ETF shares in Q2 2026, an estimated $2.62K.
iShares Select Dividend ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #881 holding.
Ritholtz Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2016 and has held it in 25 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.