Sagespring Wealth Partners’s iShares Select Dividend ETF DVY Stock Holding History

Sagespring Wealth Partners’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	$319K	Buy	2,039 +90	+5%	+$13.9K	﹤0.01%	673
2026 Q1	$295K	Sell	1,949 -29	-1%	-$4.38K	0.01%	665
2025 Q4	$279K	Buy	1,978 +365	+23%	+$51.6K	0.01%	643
2025 Q3	$229K	Buy	1,613 +52	+3%	+$7.2K	﹤0.01%	690
2025 Q2	$207K	Buy	1,561 +71	+5%	+$9.19K	﹤0.01%	684
2025 Q1	$200K	Buy	+1,490	New	+$200K	0.01%	638

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

Sagespring Wealth Partners's DVY Position: Q2 2026 in Review

Sagespring Wealth Partners increased its iShares Select Dividend ETF (DVY) stake by 4.6% in Q2 2026, buying an estimated $13.9K and bringing the position to 2,039 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Sagespring Wealth Partners first reported a position in DVY in Q1 2025 and has held it in 6 quarters since. 1,422 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Sagespring Wealth Partners held 2,039 shares of iShares Select Dividend ETF worth $319K as of Q2 2026.
Sagespring Wealth Partners bought 90 iShares Select Dividend ETF shares in Q2 2026, an estimated $13.9K.
iShares Select Dividend ETF made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #673 holding.
Sagespring Wealth Partners first reported a position in iShares Select Dividend ETF in Q1 2025 and has held it in 6 quarters since.
1,422 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.