RFO
DVY icon

RiverGlades Family Offices’s iShares Select Dividend ETF DVY Stock Holding History

RiverGlades Family Offices’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 		$209K Buy
+1,380
New +$208K 0.12% 85
2025
Q3 		$200K Buy
+1,410
New +$195K 0.12% 90
2025
Q2 		– Sell
-1,650
Closed -$222K – 88
2025
Q1 		$222K Hold
1,650
– – 0.16% 79
2024
Q4 		$217K Hold
1,650
– – 0.15% 79
2024
Q3 		$223K Buy
+1,650
New +$213K 0.16% 79

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RiverGlades Family Offices's DVY Position: Q1 2026 in Review

RiverGlades Family Offices opened a new position in iShares Select Dividend ETF (DVY) in Q1 2026: 1,380 shares worth $209K. The stake represents 0.12% of the portfolio and ranks #85 among its holdings. This is a return to the name: RiverGlades Family Offices previously reported a position in DVY as recently as Q3 2025.

RiverGlades Family Offices first reported a position in DVY in Q3 2024 and has held it in 5 quarters since. The position peaked at $223K in Q3 2024. 1,416 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • RiverGlades Family Offices held 1,380 shares of iShares Select Dividend ETF worth $209K as of Q1 2026.
  • iShares Select Dividend ETF was a new RiverGlades Family Offices position in Q1 2026.
  • iShares Select Dividend ETF made up 0.12% of RiverGlades Family Offices's portfolio in Q1 2026, its #85 holding.
  • RiverGlades Family Offices first reported a position in iShares Select Dividend ETF in Q3 2024 and has held it in 5 quarters since.
  • RiverGlades Family Offices's iShares Select Dividend ETF position peaked at $223K in Q3 2024.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on RiverGlades Family Offices's 13F filing for Q1 2026, filed 14 May 2026.