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Southland Equity Partners’s iShares Select Dividend ETF DVY Stock Holding History

Southland Equity Partners’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 		$282K Buy
1,803
+4
+0.2% +$616 0.05% 242
2026
Q1 		$272K Sell
1,799
-919
-34% -$139K 0.05% 225
2025
Q4 		$384K Buy
2,718
+38
+1% +$5.37K 0.08% 177
2025
Q3 		$381K Sell
2,680
-3
-0.1% -$415 0.08% 170
2025
Q2 		$356K Buy
2,683
+808
+43% +$105K 0.08% 162
2025
Q1 		$252K Buy
1,875
+5
+0.3% +$670 0.06% 196
2024
Q4 		$245K Sell
1,870
-129
-6% -$17.6K 0.06% 191
2024
Q3 		$270K Buy
1,999
+112
+6% +$14.5K 0.07% 185
2024
Q2 		$228K Sell
1,887
-1,391
-42% -$169K 0.07% 189
2024
Q1 		$404K Buy
3,278
+14
+0.4% +$1.64K 0.11% 127
2023
Q4 		$383K Buy
3,264
+28
+0.9% +$3.08K 0.12% 115
2023
Q3 		$348K Sell
3,236
-10
-0.3% -$1.14K 0.12% 118
2023
Q2 		$368K Buy
3,246
+147
+5% +$16.7K 0.12% 108
2023
Q1 		$363K Buy
3,099
+64
+2% +$7.74K 0.14% 105
2022
Q4 		$366K Buy
3,035
+253
+9% +$29.9K 0.14% 100
2022
Q3 		$298K Buy
2,782
+304
+12% +$36.4K 0.15% 104
2022
Q2 		$292K Sell
2,478
-14
-0.6% -$1.75K 0.13% 120
2022
Q1 		$319K Buy
2,492
+74
+3% +$9.25K 0.13% 119
2021
Q4 		$296K Buy
2,418
+1
+0% +$119 0.12% 126
2021
Q3 		$277K Buy
2,417
+100
+4% +$11.7K 0.13% 125
2021
Q2 		$270K Hold
2,317
– – 0.13% 126
2021
Q1 		$264K Hold
2,317
– – 0.15% 118
2020
Q4 		$223K Buy
+2,317
New +$210K 0.15% 111

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Southland Equity Partners's DVY Position: Q2 2026 in Review

Southland Equity Partners increased its iShares Select Dividend ETF (DVY) stake by 0.22% in Q2 2026, buying an estimated $616 and bringing the position to 1,803 shares worth $282K. The position accounts for 0.05% of the portfolio, ranked #242.

Southland Equity Partners first reported a position in DVY in Q4 2020 and has held it in 23 quarters since. The position peaked at $404K in Q1 2024. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Southland Equity Partners held 1,803 shares of iShares Select Dividend ETF worth $282K as of Q2 2026.
  • Southland Equity Partners bought 4 iShares Select Dividend ETF shares in Q2 2026, an estimated $616.
  • iShares Select Dividend ETF made up 0.05% of Southland Equity Partners's portfolio in Q2 2026, its #242 holding.
  • Southland Equity Partners first reported a position in iShares Select Dividend ETF in Q4 2020 and has held it in 23 quarters since.
  • Southland Equity Partners's iShares Select Dividend ETF position peaked at $404K in Q1 2024.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.