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

SHP 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
Q1 		$362K Buy
2,389
+20
+0.8% +$3.02K 0.03% 184
2025
Q4 		$334K Buy
+2,369
New +$335K 0.03% 184

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 $202B AUM 37.79% 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 $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $424B AUM 22.96% 1-Year Est. Return

SHP Wealth Management's DVY Position: Q1 2026 in Review

SHP Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 0.84% in Q1 2026, buying an estimated $3.02K and bringing the position to 2,389 shares worth $362K. The position accounts for 0.03% of the portfolio, ranked #184.

SHP Wealth Management first reported a position in DVY in Q4 2025 and has held it in 2 quarters since. 1,420 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • SHP Wealth Management held 2,389 shares of iShares Select Dividend ETF worth $362K as of Q1 2026.
  • SHP Wealth Management bought 20 iShares Select Dividend ETF shares in Q1 2026, an estimated $3.02K.
  • iShares Select Dividend ETF made up 0.03% of SHP Wealth Management's portfolio in Q1 2026, its #184 holding.
  • SHP Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,420 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.