Simplicity Wealth’s iShares Select Dividend ETF DVY Stock Holding History

Simplicity Wealth’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	$373K	Buy	+2,388	New	+$368K	0.01%	750
2025 Q4	–	Sell	-3,454	Closed	-$491K	–	717
2025 Q3	$491K	Hold	3,454	–	–	0.03%	449
2025 Q2	$459K	Buy	3,454 +637	+23%	+$82.5K	0.02%	476
2025 Q1	$378K	Sell	2,817 -4,081	-59%	-$547K	0.03%	387
2024 Q4	$906K	Buy	6,898 +450	+7%	+$61.3K	0.19%	100
2024 Q3	$871K	Sell	6,448 -15,887	-71%	-$2.05M	0.08%	217
2024 Q2	$2.7M	Sell	22,335 -308	-1%	-$37.4K	0.06%	299
2024 Q1	$2.79M	Buy	+22,643	New	+$2.65M	0.07%	284

Other funds holding DVY

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Simplicity Wealth's DVY Position: Q2 2026 in Review

Simplicity Wealth opened a new position in iShares Select Dividend ETF (DVY) in Q2 2026: 2,388 shares worth $373K. The stake represents 0.01% of the portfolio and ranks #750 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in DVY as recently as Q3 2025.

Simplicity Wealth first reported a position in DVY in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.79M in Q1 2024. 1,053 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Simplicity Wealth held 2,388 shares of iShares Select Dividend ETF worth $373K as of Q2 2026.
iShares Select Dividend ETF was a new Simplicity Wealth position in Q2 2026.
iShares Select Dividend ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #750 holding.
Simplicity Wealth first reported a position in iShares Select Dividend ETF in Q1 2024 and has held it in 8 quarters since.
Simplicity Wealth's iShares Select Dividend ETF position peaked at $2.79M in Q1 2024.
1,053 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.