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

Robertson Stephens 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 		$1.6M Sell
10,247
-251
-2% -$38.6K 0.04% 240
2026
Q1 		$1.59M Sell
10,498
-1,007
-9% -$152K 0.04% 233
2025
Q4 		$1.62M Sell
11,505
-28
-0.2% -$3.96K 0.04% 239
2025
Q3 		$1.64M Sell
11,533
-1,488
-11% -$206K 0.05% 200
2025
Q2 		$1.73M Buy
13,021
+37
+0.3% +$4.79K 0.06% 206
2025
Q1 		$1.74M Buy
12,984
+1,024
+9% +$137K 0.06% 206
2024
Q4 		$1.57M Buy
11,960
+770
+7% +$105K 0.06% 219
2024
Q3 		$1.51M Buy
11,190
+4,043
+57% +$523K 0.05% 228
2024
Q2 		$865K Sell
7,147
-18,512
-72% -$2.25M 0.04% 245
2024
Q1 		$3.16M Buy
25,659
+1,072
+4% +$126K 0.17% 109
2023
Q4 		$2.88M Sell
24,587
-460
-2% -$50.6K 0.18% 109
2023
Q3 		$2.73M Buy
25,047
+19,100
+321% +$2.17M 0.18% 113
2023
Q2 		$674K Buy
5,947
+197
+3% +$22.4K 0.05% 240
2023
Q1 		$674K Sell
5,750
-209
-4% -$25.3K 0.05% 251
2022
Q4 		$719K Sell
5,959
-1,450
-20% -$172K 0.07% 211
2022
Q3 		$794K Buy
7,409
+3,664
+98% +$439K 0.08% 175
2022
Q2 		$440K Buy
3,745
+70
+2% +$8.76K 0.04% 250
2022
Q1 		$471K Buy
3,675
+1,281
+54% +$160K 0.04% 259
2021
Q4 		$293K Buy
+2,394
New +$285K 0.02% 323
2020
Q2 		– Sell
-2,975
Closed -$219K – 197
2020
Q1 		$219K Buy
+2,975
New +$284K 0.07% 164

Other funds holding DVY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MP
Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robertson Stephens Wealth Management's DVY Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 2.4% in Q2 2026, selling an estimated $38.6K and leaving 10,247 shares worth $1.6M. The position accounts for 0.04% of the portfolio, ranked #240.

Robertson Stephens Wealth Management first reported a position in DVY in Q1 2020 and has held it in 20 quarters since. The position peaked at $3.16M in Q1 2024. 729 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Robertson Stephens Wealth Management held 10,247 shares of iShares Select Dividend ETF worth $1.6M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 251 iShares Select Dividend ETF shares in Q2 2026, an estimated $38.6K.
  • iShares Select Dividend ETF made up 0.04% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #240 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares Select Dividend ETF in Q1 2020 and has held it in 20 quarters since.
  • Robertson Stephens Wealth Management's iShares Select Dividend ETF position peaked at $3.16M in Q1 2024.
  • 729 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.