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SBI Securities’s iShares Select Dividend ETF DVY Stock Holding History

SBI Securities’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 		$3.29M Buy
21,761
+253
+1% +$38.2K 0.09% 125
2025
Q4 		$3.04M Sell
21,508
-89
-0.4% -$12.6K 0.08% 149
2025
Q3 		$3.07M Sell
21,597
-322
-1% -$44.6K 0.08% 142
2025
Q2 		$2.91M Buy
21,919
+51
+0.2% +$6.6K 0.08% 139
2025
Q1 		$2.94M Sell
21,868
-34
-0.2% -$4.56K 0.1% 121
2024
Q4 		$2.88M Buy
+21,902
New +$2.98M 0.09% 133

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SBI Securities's DVY Position: Q1 2026 in Review

SBI Securities increased its iShares Select Dividend ETF (DVY) stake by 1.2% in Q1 2026, buying an estimated $38.2K and bringing the position to 21,761 shares worth $3.29M. The position accounts for 0.09% of the portfolio, ranked #125.

SBI Securities first reported a position in DVY in Q4 2024 and has held it in 6 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • SBI Securities held 21,761 shares of iShares Select Dividend ETF worth $3.29M as of Q1 2026.
  • SBI Securities bought 253 iShares Select Dividend ETF shares in Q1 2026, an estimated $38.2K.
  • iShares Select Dividend ETF made up 0.09% of SBI Securities's portfolio in Q1 2026, its #125 holding.
  • SBI Securities first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.