SCS Capital Management’s iShares Select Dividend ETF DVY Stock Holding History

SCS Capital Management’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	$1.22M	Sell	7,811 -924	-11%	-$142K	0.01%	260
2026 Q1	$1.32M	Hold	8,735	–	–	0.01%	243
2025 Q4	$1.23M	Buy	8,735 +285	+3%	+$40.3K	0.01%	262
2025 Q3	$1.2M	Hold	8,450	–	–	0.01%	266
2025 Q2	$1.12M	Sell	8,450 -4,248	-33%	-$550K	0.01%	277
2025 Q1	$1.71M	Buy	+12,698	New	+$1.7M	0.02%	214

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

SCS Capital Management's DVY Position: Q2 2026 in Review

SCS Capital Management reduced its iShares Select Dividend ETF (DVY) stake by 11% in Q2 2026, selling an estimated $142K and leaving 7,811 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #260.

SCS Capital Management first reported a position in DVY in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.71M in Q1 2025. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

SCS Capital Management held 7,811 shares of iShares Select Dividend ETF worth $1.22M as of Q2 2026.
SCS Capital Management sold 924 iShares Select Dividend ETF shares in Q2 2026, an estimated $142K.
iShares Select Dividend ETF made up 0.01% of SCS Capital Management's portfolio in Q2 2026, its #260 holding.
SCS Capital Management first reported a position in iShares Select Dividend ETF in Q1 2025 and has held it in 6 quarters since.
SCS Capital Management's iShares Select Dividend ETF position peaked at $1.71M in Q1 2025.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.