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

SkyOak 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
Q1 		$656K Hold
4,334
– – 0.12% 110
2025
Q4 		$612K Sell
4,334
-35
-0.8% -$4.94K 0.11% 112
2025
Q3 		$621K Hold
4,369
– – 0.12% 111
2025
Q2 		$580K Hold
4,369
– – 0.12% 118
2025
Q1 		$587K Sell
4,369
-138
-3% -$18.5K 0.13% 104
2024
Q4 		$592K Hold
4,507
– – 0.13% 105
2024
Q3 		$609K Buy
4,507
+634
+16% +$82K 0.13% 104
2024
Q2 		$469K Sell
3,873
-78
-2% -$9.47K 0.11% 123
2024
Q1 		$487K Buy
3,951
+195
+5% +$22.8K 0.12% 128
2023
Q4 		$440K Buy
3,756
+905
+32% +$99.6K 0.11% 129
2023
Q3 		$307K Sell
2,851
-229
-7% -$26K 0.09% 161
2023
Q2 		$349K Hold
3,080
– – 0.1% 149
2023
Q1 		$361K Sell
3,080
-150
-5% -$18.1K 0.11% 146
2022
Q4 		$390K Sell
3,230
-450
-12% -$53.2K 0.13% 130
2022
Q3 		$395K Hold
3,680
– – 0.14% 126
2022
Q2 		$433K Sell
3,680
-10
-0.3% -$1.25K 0.15% 122
2022
Q1 		$473K Hold
3,690
– – 0.13% 135
2021
Q4 		$452K Hold
3,690
– – 0.11% 142
2021
Q3 		$423K Buy
3,690
+995
+37% +$116K 0.11% 143
2021
Q2 		$314K Hold
2,695
– – 0.08% 160
2021
Q1 		$317K Hold
2,695
– – 0.09% 162
2020
Q4 		$259K Buy
2,695
+50
+2% +$4.54K 0.08% 179
2020
Q3 		$216K Sell
2,645
-174
-6% -$14.5K 0.08% 182
2020
Q2 		$228K Sell
2,819
-1,230
-30% -$98.3K 0.08% 205
2020
Q1 		$298K Sell
4,049
-492
-11% -$47K 0.15% 158
2019
Q4 		$480K Buy
+4,541
New +$468K 0.15% 161

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 $173B AUM 20.72% 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 $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 $374B AUM 17.66% 1-Year Est. Return

SkyOak Wealth's DVY Position: Q1 2026 in Review

SkyOak Wealth held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 4,334 shares worth $656K. The position accounts for 0.12% of the portfolio, ranked #110.

SkyOak Wealth first reported a position in DVY in Q4 2019 and has held it in 26 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • SkyOak Wealth held 4,334 shares of iShares Select Dividend ETF worth $656K as of Q1 2026.
  • SkyOak Wealth left its iShares Select Dividend ETF share count unchanged in Q1 2026.
  • iShares Select Dividend ETF made up 0.12% of SkyOak Wealth's portfolio in Q1 2026, its #110 holding.
  • SkyOak Wealth first reported a position in iShares Select Dividend ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.