Silvercrest Asset Management’s iShares Select Dividend ETF DVY Stock Holding History

Silvercrest Asset 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	$333K	Sell	2,131 -307	-13%	-$47.3K	﹤0.01%	750
2026 Q1	$369K	Hold	2,438	–	–	﹤0.01%	736
2025 Q4	$344K	Sell	2,438 -326	-12%	-$46K	﹤0.01%	770
2025 Q3	$393K	Hold	2,764	–	–	﹤0.01%	722
2025 Q2	$367K	Buy	2,764 +326	+13%	+$42.2K	﹤0.01%	747
2025 Q1	$327K	Hold	2,438	–	–	﹤0.01%	756
2024 Q4	$320K	Hold	2,438	–	–	﹤0.01%	753
2024 Q3	$329K	Buy	+2,438	New	+$315K	﹤0.01%	713
2020 Q2	–	Sell	-2,879	Closed	-$212K	–	759
2020 Q1	$212K	Sell	2,879 -30	-1%	-$2.87K	﹤0.01%	658
2019 Q4	$307K	Hold	2,909	–	–	﹤0.01%	655
2019 Q3	$297K	Hold	2,909	–	–	﹤0.01%	638
2019 Q2	$290K	Hold	2,909	–	–	﹤0.01%	493
2019 Q1	$286K	Hold	2,909	–	–	﹤0.01%	485
2018 Q4	$260K	Hold	2,909	–	–	﹤0.01%	453
2018 Q3	$290K	Sell	2,909 -150	-5%	-$15K	﹤0.01%	468
2018 Q2	$299K	Hold	3,059	–	–	﹤0.01%	466
2018 Q1	$291K	Sell	3,059 -370	-11%	-$36.1K	﹤0.01%	476
2017 Q4	$338K	Buy	3,429 +370	+12%	+$35.6K	﹤0.01%	461
2017 Q3	$286K	Buy	3,059 +200	+7%	+$18.5K	﹤0.01%	481
2017 Q2	$264K	Hold	2,859	–	–	﹤0.01%	482
2017 Q1	$260K	Hold	2,859	–	–	﹤0.01%	507
2016 Q4	$253K	Buy	+2,859	New	+$246K	﹤0.01%	518

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

Silvercrest Asset Management's DVY Position: Q2 2026 in Review

Silvercrest Asset Management reduced its iShares Select Dividend ETF (DVY) stake by 13% in Q2 2026, selling an estimated $47.3K and leaving 2,131 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Silvercrest Asset Management first reported a position in DVY in Q4 2016 and has held it in 22 quarters since. The position peaked at $393K in Q3 2025. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Silvercrest Asset Management held 2,131 shares of iShares Select Dividend ETF worth $333K as of Q2 2026.
Silvercrest Asset Management sold 307 iShares Select Dividend ETF shares in Q2 2026, an estimated $47.3K.
iShares Select Dividend ETF made up ﹤0.01% of Silvercrest Asset Management's portfolio in Q2 2026, its #750 holding.
Silvercrest Asset Management first reported a position in iShares Select Dividend ETF in Q4 2016 and has held it in 22 quarters since.
Silvercrest Asset Management's iShares Select Dividend ETF position peaked at $393K in Q3 2025.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.