Sculati Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Sculati Wealth 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	$809K	Hold	4,999	–	–	0.27%	73
2026 Q1	$757K	Hold	4,999	–	–	0.28%	76
2025 Q4	$706K	Sell	4,999 -1,999	-29%	-$282K	0.25%	78
2025 Q3	$994K	Hold	6,998	–	–	0.35%	71
2025 Q2	$929K	Sell	6,998 -1,720	-20%	-$223K	0.35%	73
2025 Q1	$1.17M	Sell	8,718 -175	-2%	-$23.5K	0.47%	54
2024 Q4	$1.17M	Hold	8,893	–	–	0.46%	54
2024 Q3	$1.2M	Hold	8,893	–	–	0.48%	57
2024 Q2	$1.08M	Hold	8,893	–	–	0.46%	58
2024 Q1	$1.1M	Hold	8,893	–	–	0.47%	57
2023 Q4	$1.04M	Hold	8,893	–	–	0.49%	61
2023 Q3	$957K	Hold	8,893	–	–	0.49%	63
2023 Q2	$1.01M	Hold	8,893	–	–	0.51%	61
2023 Q1	$1.04M	Hold	8,893	–	–	0.55%	59
2022 Q4	$1.07M	Hold	8,893	–	–	0.6%	57
2022 Q3	$954K	Hold	8,893	–	–	0.56%	58
2022 Q2	$1.05M	Hold	8,893	–	–	0.6%	57
2022 Q1	$1.14M	Hold	8,893	–	–	0.56%	58
2021 Q4	$1.09M	Hold	8,893	–	–	0.53%	64
2021 Q3	$1.02M	Hold	8,893	–	–	0.54%	61
2021 Q2	$1.04M	Hold	8,893	–	–	0.55%	56
2021 Q1	$1.01M	Hold	8,893	–	–	0.58%	52
2020 Q4	$855K	Hold	8,893	–	–	0.56%	48
2020 Q3	$725K	Hold	8,893	–	–	0.54%	48
2020 Q2	$718K	Hold	8,893	–	–	0.61%	49
2020 Q1	$654K	Sell	8,893 -105	-1%	-$10K	0.72%	44
2019 Q4	$951K	Buy	+8,998	New	+$927K	0.85%	44

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 22.9% 1-Year Est. Return

Sculati Wealth Management's DVY Position: Q2 2026 in Review

Sculati Wealth Management held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 4,999 shares worth $809K. The position accounts for 0.27% of the portfolio, ranked #73.

Sculati Wealth Management first reported a position in DVY in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.2M in Q3 2024. 1,428 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Sculati Wealth Management held 4,999 shares of iShares Select Dividend ETF worth $809K as of Q2 2026.
Sculati Wealth Management left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.27% of Sculati Wealth Management's portfolio in Q2 2026, its #73 holding.
Sculati Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 27 quarters since.
Sculati Wealth Management's iShares Select Dividend ETF position peaked at $1.2M in Q3 2024.
1,428 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Sculati Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.