Semus Wealth Partners’s iShares Select Dividend ETF DVY Stock Holding History

Semus Wealth Partners’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	$259K	Buy	1,711 +12	+0.7%	+$1.81K	0.14%	91
2025 Q4	$240K	Buy	1,699 +16	+1%	+$2.26K	0.13%	93
2025 Q3	$239K	Sell	1,683 -44	-3%	-$6.09K	0.14%	98
2025 Q2	$229K	Sell	1,727 -187	-10%	-$24.2K	0.15%	101
2025 Q1	$257K	Buy	1,914 +13	+0.7%	+$1.74K	0.18%	89
2024 Q4	$250K	Sell	1,901 -95	-5%	-$12.9K	0.17%	90
2024 Q3	$270K	Sell	1,996 -353	-15%	-$45.6K	0.19%	98
2024 Q2	$284K	Sell	2,349 -325	-12%	-$39.5K	0.22%	84
2024 Q1	$329K	Sell	2,674 -114	-4%	-$13.3K	0.28%	82
2023 Q4	$327K	Buy	2,788 +41	+1%	+$4.51K	0.27%	82
2023 Q3	$296K	Sell	2,747 -504	-16%	-$57.3K	0.28%	81
2023 Q2	$368K	Sell	3,251 -1,272	-28%	-$145K	0.34%	65
2023 Q1	$530K	Buy	4,523 +929	+26%	+$112K	0.57%	43
2022 Q4	$433K	Buy	+3,594	New	+$425K	0.53%	51

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Semus Wealth Partners's DVY Position: Q1 2026 in Review

Semus Wealth Partners increased its iShares Select Dividend ETF (DVY) stake by 0.71% in Q1 2026, buying an estimated $1.81K and bringing the position to 1,711 shares worth $259K. The position accounts for 0.14% of the portfolio, ranked #91.

Semus Wealth Partners first reported a position in DVY in Q4 2022 and has held it in 14 quarters since. The position peaked at $530K in Q1 2023. 1,416 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Semus Wealth Partners held 1,711 shares of iShares Select Dividend ETF worth $259K as of Q1 2026.
Semus Wealth Partners bought 12 iShares Select Dividend ETF shares in Q1 2026, an estimated $1.81K.
iShares Select Dividend ETF made up 0.14% of Semus Wealth Partners's portfolio in Q1 2026, its #91 holding.
Semus Wealth Partners first reported a position in iShares Select Dividend ETF in Q4 2022 and has held it in 14 quarters since.
Semus Wealth Partners's iShares Select Dividend ETF position peaked at $530K in Q1 2023.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.