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

Smith Partners 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 Q2	–	Sell	-1,650	Closed	-$250K	–	74
2026 Q1	$250K	Hold	1,650	–	–	0.22%	59
2025 Q4	$233K	Buy	+1,650	New	+$233K	0.21%	64

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

Smith Partners Wealth Management's DVY Position: Q2 2026 in Review

Smith Partners Wealth Management sold out of iShares Select Dividend ETF (DVY) in Q2 2026, closing a stake of 1,650 shares — an estimated $250K sold.

Smith Partners Wealth Management first reported a position in DVY in Q4 2025 and held it in 2 quarters. The position peaked at $250K in Q1 2026. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Smith Partners Wealth Management reported no remaining iShares Select Dividend ETF position as of Q2 2026 after selling out during the quarter.
Smith Partners Wealth Management sold 1,650 iShares Select Dividend ETF shares in Q2 2026, an estimated $250K.
Smith Partners Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2025 and held it in 2 quarters.
Smith Partners Wealth Management's iShares Select Dividend ETF position peaked at $250K in Q1 2026.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Smith Partners Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.