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Snowden Capital Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Snowden Capital 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
Q1 		$3.63M Buy
23,954
+993
+4% +$150K 0.1% 215
2025
Q4 		$3.24M Buy
22,961
+1,016
+5% +$144K 0.08% 233
2025
Q3 		$3.12M Buy
21,945
+1,521
+7% +$211K 0.09% 235
2025
Q2 		$2.71M Sell
20,424
-474
-2% -$61.4K 0.08% 246
2025
Q1 		$2.81M Buy
20,898
+20
+0.1% +$2.68K 0.09% 237
2024
Q4 		$2.74M Sell
20,878
-69
-0.3% -$9.4K 0.09% 232
2024
Q3 		$2.83M Sell
20,947
-636
-3% -$82.2K 0.08% 255
2024
Q2 		$2.61M Sell
21,583
-310
-1% -$37.6K 0.08% 276
2024
Q1 		$2.7M Buy
21,893
+15,691
+253% +$1.84M 0.08% 263
2023
Q4 		$727K Buy
6,202
+373
+6% +$41K 0.03% 530
2023
Q3 		$627K Sell
5,829
-5,372
-48% -$611K 0.03% 547
2023
Q2 		$1.27M Sell
11,201
-960
-8% -$109K 0.05% 399
2023
Q1 		$1.43M Sell
12,161
-244
-2% -$29.5K 0.06% 367
2022
Q4 		$1.5M Buy
12,405
+43
+0.3% +$5.09K 0.06% 345
2022
Q3 		$1.32M Buy
12,362
+120
+1% +$14.4K 0.06% 353
2022
Q2 		$1.44M Buy
12,242
+1,026
+9% +$128K 0.06% 328
2022
Q1 		$1.44M Buy
11,216
+7,307
+187% +$913K 0.06% 341
2021
Q4 		$479K Sell
3,909
-3,084
-44% -$368K 0.02% 461
2021
Q3 		$802K Sell
6,993
-45
-0.6% -$5.26K 0.04% 413
2021
Q2 		$821K Hold
7,038
– – 0.04% 421
2021
Q1 		$803K Sell
7,038
-12,520
-64% -$1.32M 0.05% 386
2020
Q4 		$1.88M Buy
19,558
+12,960
+196% +$1.18M 0.12% 224
2020
Q3 		$538K Hold
6,598
– – 0.04% 369
2020
Q2 		$533K Sell
6,598
-11,050
-63% -$883K 0.05% 363
2020
Q1 		$1.3M Sell
17,648
-8,422
-32% -$805K 0.14% 205
2019
Q4 		$2.75M Buy
+26,070
New +$2.69M 0.24% 131
2019
Q1 		– Sell
-3,381
Closed -$302K – 495
2018
Q4 		$302K Buy
+3,381
New +$324K 0.04% 379

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

Snowden Capital Advisors's DVY Position: Q1 2026 in Review

Snowden Capital Advisors increased its iShares Select Dividend ETF (DVY) stake by 4.3% in Q1 2026, buying an estimated $150K and bringing the position to 23,954 shares worth $3.63M. The position accounts for 0.1% of the portfolio, ranked #215.

Snowden Capital Advisors first reported a position in DVY in Q4 2018 and has held it in 27 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • Snowden Capital Advisors held 23,954 shares of iShares Select Dividend ETF worth $3.63M as of Q1 2026.
  • Snowden Capital Advisors bought 993 iShares Select Dividend ETF shares in Q1 2026, an estimated $150K.
  • iShares Select Dividend ETF made up 0.1% of Snowden Capital Advisors's portfolio in Q1 2026, its #215 holding.
  • Snowden Capital Advisors first reported a position in iShares Select Dividend ETF in Q4 2018 and has held it in 27 quarters since.
  • 1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.