Signature Estate & Investment Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Signature Estate & Investment Advisors’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	$833K	Sell	5,331 -8	-0.1%	-$1.23K	0.02%	320
2026 Q1	$808K	Buy	5,339 +33	+0.6%	+$4.98K	0.02%	311
2025 Q4	$749K	Buy	5,306 +39	+0.7%	+$5.51K	0.02%	303
2025 Q3	$748K	Sell	5,267 -103	-2%	-$14.3K	0.02%	296
2025 Q2	$713K	Sell	5,370 -15	-0.3%	-$1.94K	0.02%	292
2025 Q1	$723K	Buy	5,385 +56	+1%	+$7.51K	0.02%	272
2024 Q4	$700K	Sell	5,329 -61	-1%	-$8.31K	0.02%	278
2024 Q3	$728K	Buy	5,390 +1	+0%	+$129	0.02%	249
2024 Q2	$652K	Buy	+5,389	New	+$654K	0.02%	259
2017 Q2	–	Sell	-2,050	Closed	-$187K	–	155
2017 Q1	$187K	Buy	+2,050	New	+$186K	0.02%	147

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

Signature Estate & Investment Advisors's DVY Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its iShares Select Dividend ETF (DVY) stake by 0.15% in Q2 2026, selling an estimated $1.23K and leaving 5,331 shares worth $833K. The position accounts for 0.02% of the portfolio, ranked #320.

Signature Estate & Investment Advisors first reported a position in DVY in Q1 2017 and has held it in 10 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Signature Estate & Investment Advisors held 5,331 shares of iShares Select Dividend ETF worth $833K as of Q2 2026.
Signature Estate & Investment Advisors sold 8 iShares Select Dividend ETF shares in Q2 2026, an estimated $1.23K.
iShares Select Dividend ETF made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #320 holding.
Signature Estate & Investment Advisors first reported a position in iShares Select Dividend ETF in Q1 2017 and has held it in 10 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.