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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sagespring Wealth Partners's DVY Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its iShares Select Dividend ETF (DVY) stake by 1.5% in Q1 2026, selling an estimated $4.38K and leaving 1,949 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #665.

Sagespring Wealth Partners first reported a position in DVY in Q1 2025 and has held it in 5 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Sagespring Wealth Partners held 1,949 shares of iShares Select Dividend ETF worth $295K as of Q1 2026.
Sagespring Wealth Partners sold 29 iShares Select Dividend ETF shares in Q1 2026, an estimated $4.38K.
iShares Select Dividend ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #665 holding.
Sagespring Wealth Partners first reported a position in iShares Select Dividend ETF in Q1 2025 and has held it in 5 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.