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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
Q2 		$3.36M Sell
21,473
-288
-1% -$44.3K 0.08% 145
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SBI Securities's DVY Position: Q2 2026 in Review

SBI Securities reduced its iShares Select Dividend ETF (DVY) stake by 1.3% in Q2 2026, selling an estimated $44.3K and leaving 21,473 shares worth $3.36M. The position accounts for 0.08% of the portfolio, ranked #145.

SBI Securities first reported a position in DVY in Q4 2024 and has held it in 7 quarters since. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • SBI Securities held 21,473 shares of iShares Select Dividend ETF worth $3.36M as of Q2 2026.
  • SBI Securities sold 288 iShares Select Dividend ETF shares in Q2 2026, an estimated $44.3K.
  • iShares Select Dividend ETF made up 0.08% of SBI Securities's portfolio in Q2 2026, its #145 holding.
  • SBI Securities first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.