Sound View Wealth Advisors Group’s iShares Select Dividend ETF DVY Stock Holding History

Sound View Wealth Advisors Group’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	$1.52M	Sell	10,062 -3	-0%	-$453	0.1%	149
2025 Q4	$1.42M	Buy	10,065 +4	+0%	+$565	0.1%	156
2025 Q3	$1.43M	Sell	10,061 -58	-0.6%	-$8.03K	0.1%	158
2025 Q2	$1.34M	Sell	10,119 -66	-0.6%	-$8.54K	0.1%	160
2025 Q1	$1.37M	Sell	10,185 -485	-5%	-$65K	0.11%	148
2024 Q4	$1.4M	Buy	10,670 +14	+0.1%	+$1.91K	0.11%	151
2024 Q3	$1.44M	Buy	10,656 +62	+0.6%	+$8.02K	0.12%	149
2024 Q2	$1.28M	Sell	10,594 -19	-0.2%	-$2.31K	0.13%	137
2024 Q1	$1.31M	Buy	10,613 +2,932	+38%	+$343K	0.14%	141
2023 Q4	$900K	Sell	7,681 -712	-8%	-$78.3K	0.1%	173
2023 Q3	$903K	Buy	8,393 +1	+0%	+$114	0.11%	154
2023 Q2	$951K	Buy	8,392 +3	+0%	+$342	0.12%	154
2023 Q1	$983K	Buy	8,389 +708	+9%	+$85.6K	0.13%	146
2022 Q4	$900K	Buy	7,681 +1,382	+22%	+$164K	0.1%	173
2022 Q3	$675K	Sell	6,299 -25	-0.4%	-$3K	0.15%	128
2022 Q2	$744K	Buy	6,324 +247	+4%	+$30.9K	0.16%	127
2022 Q1	$779K	Sell	6,077 -147	-2%	-$18.4K	0.15%	134
2021 Q4	$763K	Buy	6,224 +791	+15%	+$94.3K	0.14%	140
2021 Q3	$623K	Sell	5,433 -3	-0.1%	-$351	0.13%	147
2021 Q2	$634K	Buy	5,436 +940	+21%	+$112K	0.13%	146
2021 Q1	$513K	Buy	4,496 +245	+6%	+$25.9K	0.12%	156
2020 Q4	$409K	Sell	4,251 -32,774	-89%	-$2.97M	0.1%	170
2020 Q3	$3.02M	Sell	37,025 -9,656	-21%	-$805K	0.8%	36
2020 Q2	$3.77M	Sell	46,681 -5,295	-10%	-$423K	1.06%	30
2020 Q1	$3.82M	Sell	51,976 -1,568	-3%	-$150K	1.32%	21
2019 Q4	$5.66M	Sell	53,544 -4,383	-8%	-$451K	1.6%	11
2019 Q3	$5.91M	Buy	57,927 +562	+1%	+$56K	1.76%	9
2019 Q2	$5.71M	Buy	+57,365	New	+$5.66M	1.69%	10

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sound View Wealth Advisors Group's DVY Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its iShares Select Dividend ETF (DVY) stake by 0.03% in Q1 2026, selling an estimated $453 and leaving 10,062 shares worth $1.52M. The position accounts for 0.1% of the portfolio, ranked #149.

Sound View Wealth Advisors Group first reported a position in DVY in Q2 2019 and has held it in 28 quarters since. The position peaked at $5.91M in Q3 2019. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Sound View Wealth Advisors Group held 10,062 shares of iShares Select Dividend ETF worth $1.52M as of Q1 2026.
Sound View Wealth Advisors Group sold 3 iShares Select Dividend ETF shares in Q1 2026, an estimated $453.
iShares Select Dividend ETF made up 0.1% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #149 holding.
Sound View Wealth Advisors Group first reported a position in iShares Select Dividend ETF in Q2 2019 and has held it in 28 quarters since.
Sound View Wealth Advisors Group's iShares Select Dividend ETF position peaked at $5.91M in Q3 2019.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.