SWM
DVY icon

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

Spire 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 		$631K Sell
4,039
-521
-11% -$80.2K 0.02% 499
2026
Q1 		$690K Sell
4,560
-6
-0.1% -$906 0.02% 461
2025
Q4 		$644K Buy
4,566
+100
+2% +$14.1K 0.02% 485
2025
Q3 		$635K Hold
4,466
– – 0.02% 476
2025
Q2 		$593K Sell
4,466
-130
-3% -$16.8K 0.02% 470
2025
Q1 		$617K Buy
4,596
+53
+1% +$7.11K 0.02% 514
2024
Q4 		$596K Sell
4,543
-1,197
-21% -$163K 0.02% 511
2024
Q3 		$775K Sell
5,740
-126
-2% -$16.3K 0.03% 429
2024
Q2 		$710K Buy
5,866
+819
+16% +$99.4K 0.03% 416
2024
Q1 		$622K Sell
5,047
-1,250
-20% -$146K 0.01% 467
2023
Q4 		$723K Sell
6,297
-581
-8% -$63.9K 0.02% 435
2023
Q3 		$740K Sell
6,878
-997
-13% -$113K 0.03% 397
2023
Q2 		$892K Buy
7,875
+165
+2% +$18.8K 0.03% 367
2023
Q1 		$903K Buy
7,710
+1,456
+23% +$176K 0.04% 362
2022
Q4 		$754K Buy
6,254
+170
+3% +$20.1K 0.04% 276
2022
Q3 		$652K Sell
6,084
-42,878
-88% -$5.14M 0.04% 285
2022
Q2 		$5.76M Buy
48,962
+37,052
+311% +$4.64M 0.24% 107
2022
Q1 		$1.53M Sell
11,910
-6,840
-36% -$855K 0.04% 313
2021
Q4 		$2.3M Buy
18,750
+8,870
+90% +$1.06M 0.05% 291
2021
Q3 		$1.13M Sell
9,880
-757
-7% -$88.5K 0.03% 383
2021
Q2 		$1.24M Sell
10,637
-11,128
-51% -$1.32M 0.03% 369
2021
Q1 		$2.48M Buy
+21,765
New +$2.3M 0.07% 242

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

Spire Wealth Management's DVY Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 11% in Q2 2026, selling an estimated $80.2K and leaving 4,039 shares worth $631K. The position accounts for 0.02% of the portfolio, ranked #499.

Spire Wealth Management first reported a position in DVY in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.76M in Q2 2022. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Spire Wealth Management held 4,039 shares of iShares Select Dividend ETF worth $631K as of Q2 2026.
  • Spire Wealth Management sold 521 iShares Select Dividend ETF shares in Q2 2026, an estimated $80.2K.
  • iShares Select Dividend ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #499 holding.
  • Spire Wealth Management first reported a position in iShares Select Dividend ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares Select Dividend ETF position peaked at $5.76M in Q2 2022.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.