SageView Advisory Group’s iShares Select Dividend ETF DVY Stock Holding History

SageView Advisory Group’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	–	Sell	-1,088	Closed	-$154K	–	1094
2025 Q4	$154K	Buy	+1,088	New	+$154K	0.01%	680
2024 Q2	–	Sell	-9,188	Closed	-$776K	–	581
2024 Q1	$776K	Buy	9,188 +6,860	+295%	+$803K	0.04%	237
2023 Q4	$273K	Sell	2,328 -22,142	-90%	-$2.44M	0.01%	536
2023 Q3	$2.63M	Buy	24,470 +387	+2%	+$44K	0.15%	89
2023 Q2	$2.73M	Buy	24,083 +2,055	+9%	+$234K	0.15%	90
2023 Q1	$2.58M	Buy	+22,028	New	+$2.66M	0.16%	95

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SageView Advisory Group's DVY Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares Select Dividend ETF (DVY) in Q1 2026, closing a stake of 1,088 shares — an estimated $154K sold.

SageView Advisory Group first reported a position in DVY in Q1 2023 and held it in 6 quarters. The position peaked at $2.73M in Q2 2023. 1,425 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

SageView Advisory Group reported no remaining iShares Select Dividend ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,088 iShares Select Dividend ETF shares in Q1 2026, an estimated $154K.
SageView Advisory Group first reported a position in iShares Select Dividend ETF in Q1 2023 and held it in 6 quarters.
SageView Advisory Group's iShares Select Dividend ETF position peaked at $2.73M in Q2 2023.
1,425 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.