RMR Wealth Builders’s iShares Select Dividend ETF DVY Stock Holding History

RMR Wealth Builders’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	$230K	Buy	1,469 +130	+10%	+$20K	0.01%	287
2026 Q1	$203K	Buy	+1,339	New	+$202K	0.02%	273
2025 Q2	–	Sell	-1,925	Closed	-$259K	–	289
2025 Q1	$259K	Sell	1,925 -639	-25%	-$85.7K	0.03%	225
2024 Q4	$337K	Buy	2,564 +25	+1%	+$3.41K	0.03%	196
2024 Q3	$343K	Buy	2,539 +5	+0.2%	+$646	0.04%	196
2024 Q2	$307K	Sell	2,534 -39	-2%	-$4.73K	0.04%	195
2024 Q1	$317K	Buy	+2,573	New	+$301K	0.04%	205
2021 Q2	–	Sell	-1,433	Closed	-$163K	–	313
2021 Q1	$163K	Buy	1,433 +562	+65%	+$59.4K	0.04%	217
2020 Q4	$84K	Sell	871 -2,257	-72%	-$205K	0.04%	216
2020 Q3	$255K	Buy	3,128 +2,693	+619%	+$225K	0.07%	172
2020 Q2	$35K	Buy	+435	New	+$34.8K	0.03%	261
2019 Q4	$45K	Buy	+430	New	+$44.3K	0.04%	238

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

RMR Wealth Builders's DVY Position: Q2 2026 in Review

RMR Wealth Builders increased its iShares Select Dividend ETF (DVY) stake by 9.7% in Q2 2026, buying an estimated $20K and bringing the position to 1,469 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #287.

RMR Wealth Builders first reported a position in DVY in Q4 2019 and has held it in 12 quarters since. The position peaked at $343K in Q3 2024. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

RMR Wealth Builders held 1,469 shares of iShares Select Dividend ETF worth $230K as of Q2 2026.
RMR Wealth Builders bought 130 iShares Select Dividend ETF shares in Q2 2026, an estimated $20K.
iShares Select Dividend ETF made up 0.01% of RMR Wealth Builders's portfolio in Q2 2026, its #287 holding.
RMR Wealth Builders first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 12 quarters since.
RMR Wealth Builders's iShares Select Dividend ETF position peaked at $343K in Q3 2024.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.